1NWS
1 North Wealth Services’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 | $11M | Buy |
177,010
+3,135
| +2% | +$194K | 4.36% | 8 |
|
|
2025
Q1 | $10.1M | Buy |
173,875
+20,337
| +13% | +$1.19M | 4.7% | 8 |
|
|
2024
Q4 | $9.57M | Buy |
+153,538
| New | +$9.57M | 4.05% | 7 |
|
|
2019
Q4 | $2.66M | Buy |
12,907
+344
| +3% | +$70.8K | 1.64% | 19 |
|
|
2019
Q3 | $2.43M | Buy |
+12,563
| New | +$2.43M | 1.62% | 19 |
|
|
2019
Q1 | $2.39M | Sell |
12,610
-4,301
| -25% | -$814K | 1.68% | 19 |
|
|
2018
Q4 | $2.81M | Buy |
+16,911
| New | +$2.81M | 2.34% | 16 |
|