West Oak Capital’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 | $713 | Hold |
1,150
| – | – | 0.03% | 154 |
|
|
2025
Q1 | $671 | Hold |
1,150
| – | – | 0.03% | 164 |
|
|
2024
Q4 | $717K | Hold |
1,150
| – | – | 0.03% | 163 |
|
|
2024
Q3 | $717 | Hold |
1,150
| – | – | 0.01% | 167 |
|
|
2024
Q2 | $67.3K | Hold |
1,150
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $70K | Hold |
1,150
| – | – | 0.03% | 166 |
|
|
2023
Q4 | $63K | Hold |
1,150
| – | – | 0.03% | 171 |
|
|
2023
Q3 | $57K | Hold |
1,150
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $60.1K | Hold |
1,150
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $57.5K | Hold |
1,150
| – | – | 0.03% | 168 |
|
|
2022
Q4 | $56K | Hold |
1,150
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $50K | Sell |
1,150
-125
| -10% | -$5.44K | 0.03% | 170 |
|
|
2022
Q2 | $58K | Hold |
1,275
| – | – | 0.03% | 168 |
|
|
2022
Q1 | $68K | Sell |
1,275
-135
| -10% | -$7.2K | 0.03% | 170 |
|
|
2021
Q4 | $80K | Sell |
1,410
-150
| -10% | -$8.51K | 0.03% | 168 |
|
|
2021
Q3 | $82K | Hold |
1,560
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $84K | Sell |
1,560
-100
| -6% | -$5.39K | 0.03% | 164 |
|
|
2021
Q1 | $86K | Hold |
1,660
| – | – | 0.04% | 161 |
|
|
2020
Q4 | $76K | Hold |
1,660
| – | – | 0.04% | 164 |
|
|
2020
Q3 | $62K | Hold |
1,660
| – | – | 0.03% | 160 |
|
|
2020
Q2 | $59K | Buy |
1,660
+660
| +66% | +$23.5K | 0.03% | 165 |
|
|
2020
Q1 | $29K | Hold |
1,000
| – | – | 0.02% | 182 |
|
|
2019
Q4 | $41K | Hold |
1,000
| – | – | 0.02% | 184 |
|
|
2019
Q3 | $39K | Hold |
1,000
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $39K | Hold |
1,000
| – | – | 0.02% | 191 |
|
|
2019
Q1 | $38K | Hold |
1,000
| – | – | 0.02% | 185 |
|
|
2018
Q4 | $33.2K | Hold |
1,000
| – | – | 0.02% | 187 |
|
|
2018
Q3 | $40.3K | Hold |
1,000
| – | – | 0.02% | 192 |
|
|
2018
Q2 | $39K | Hold |
1,000
| – | – | 0.02% | 189 |
|
|
2018
Q1 | $37.5K | Buy |
+1,000
| New | +$37.5K | 0.02% | 199 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$35.8K | – | 317 |
|
|
2017
Q3 | $35.8K | Hold |
1,000
| – | – | 0.02% | 204 |
|
|
2017
Q2 | $34.8K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2017
Q1 | $34.2K | Hold |
1,000
| – | – | 0.02% | 205 |
|
|
2016
Q4 | $33.1K | Hold |
1,000
| – | – | 0.02% | 207 |
|
|
2016
Q3 | $30.9K | Hold |
1,000
| – | – | 0.02% | 216 |
|
|
2016
Q2 | $29.9K | Hold |
1,000
| – | – | 0.02% | 200 |
|
|
2016
Q1 | $28.8K | Hold |
1,000
| – | – | 0.02% | 171 |
|
|
2015
Q4 | $27.9K | Sell |
1,000
-250
| -20% | -$6.97K | 0.02% | 172 |
|
|
2015
Q3 | $34.2K | Hold |
1,250
| – | – | 0.03% | 163 |
|
|
2015
Q2 | $37.5K | Hold |
1,250
| – | – | 0.03% | 164 |
|
|
2015
Q1 | $38K | Hold |
1,250
| – | – | 0.03% | 165 |
|
|
2014
Q4 | $36.2K | Hold |
1,250
| – | – | 0.03% | 168 |
|
|
2014
Q3 | $34.2K | Hold |
1,250
| – | – | 0.03% | 154 |
|
|
2014
Q2 | $35.8K | Hold |
1,250
| – | – | 0.03% | 156 |
|
|
2014
Q1 | $34.4K | Hold |
1,250
| – | – | 0.03% | 158 |
|
|
2013
Q4 | $33.5K | Hold |
1,250
| – | – | 0.02% | 162 |
|
|
2013
Q3 | $31K | Hold |
1,250
| – | – | 0.02% | 161 |
|
|
2013
Q2 | $28.9K | Buy |
+1,250
| New | +$28.9K | 0.02% | 162 |
|