SkyOak Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
5,325
| – | – | 0.07% | 164 |
|
|
2025
Q1 | $311K | Sell |
5,325
-625
| -11% | -$36.5K | 0.07% | 165 |
|
|
2024
Q4 | $371K | Buy |
5,950
+625
| +12% | +$38.9K | 0.08% | 144 |
|
|
2024
Q3 | $332K | Hold |
5,325
| – | – | 0.07% | 154 |
|
|
2024
Q2 | $312K | Hold |
5,325
| – | – | 0.07% | 170 |
|
|
2024
Q1 | $323K | Buy |
5,325
+1,000
| +23% | +$60.7K | 0.08% | 175 |
|
|
2023
Q4 | $240K | Hold |
4,325
| – | – | 0.06% | 211 |
|
|
2023
Q3 | $216K | Hold |
4,325
| – | – | 0.06% | 210 |
|
|
2023
Q2 | $226K | Sell |
4,325
-250
| -5% | -$13.1K | 0.06% | 207 |
|
|
2023
Q1 | $229K | Buy |
+4,575
| New | +$229K | 0.07% | 205 |
|
|
2022
Q2 | – | Sell |
-5,680
| Closed | -$305K | – | 236 |
|
|
2022
Q1 | $305K | Hold |
5,680
| – | – | 0.08% | 178 |
|
|
2021
Q4 | $322K | Sell |
5,680
-20
| -0.4% | -$1.13K | 0.08% | 175 |
|
|
2021
Q3 | $300K | Buy |
5,700
+90
| +2% | +$4.74K | 0.08% | 173 |
|
|
2021
Q2 | $302K | Hold |
5,610
| – | – | 0.08% | 165 |
|
|
2021
Q1 | $309K | Sell |
5,610
-3,790
| -40% | -$209K | 0.09% | 165 |
|
|
2020
Q4 | $432K | Hold |
9,400
| – | – | 0.13% | 138 |
|
|
2020
Q3 | $348K | Sell |
9,400
-1,090
| -10% | -$40.4K | 0.13% | 140 |
|
|
2020
Q2 | $373K | Sell |
10,490
-230
| -2% | -$8.18K | 0.14% | 156 |
|
|
2020
Q1 | $308K | Sell |
10,720
-15
| -0.1% | -$431 | 0.16% | 150 |
|
|
2019
Q4 | $442K | Buy |
+10,735
| New | +$442K | 0.14% | 185 |
|