Umpqua Bank’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 | $713K | Sell |
11,240
-1,125
| -9% | -$71.3K | 0.22% | 95 |
|
2025
Q1 | $721K | Buy |
12,365
+70
| +0.6% | +$4.09K | 0.25% | 91 |
|
2024
Q4 | $776K | Hold |
12,295
| – | – | 0.27% | 84 |
|
2024
Q3 | $766K | Hold |
12,295
| – | – | 0.28% | 82 |
|
2024
Q2 | $720K | Sell |
12,295
-50
| -0.4% | -$2.93K | 0.28% | 80 |
|
2024
Q1 | $750K | Buy |
+12,345
| New | +$750K | 0.31% | 79 |
|