SWM
SilverOak Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
23,305
-1,831
| -7% | -$114K | 0.27% | 38 |
|
|
2025
Q1 | $1.47M | Buy |
25,136
+8,453
| +51% | +$493K | 0.32% | 35 |
|
|
2024
Q4 | $1.04M | Hold |
16,683
| – | – | 0.22% | 42 |
|
|
2024
Q3 | $1.04M | Buy |
16,683
+152
| +0.9% | +$9.47K | 0.23% | 42 |
|
|
2024
Q2 | $967K | Buy |
16,531
+283
| +2% | +$16.6K | 0.23% | 41 |
|
|
2024
Q1 | $987K | Buy |
16,248
+12,972
| +396% | +$788K | 0.25% | 38 |
|
|
2023
Q4 | $908K | Buy |
+3,276
| New | +$908K | 0.25% | 39 |
|