9WM
9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.02M | Buy |
32,446
+77
| +0.2% | +$4.8K | 0.3% | 67 |
|
|
2024
Q2 | $1.89M | Sell |
32,369
-529
| -2% | -$31K | 0.29% | 66 |
|
|
2024
Q1 | $2M | Buy |
32,898
+25,863
| +368% | +$1.57M | 0.31% | 67 |
|
|
2023
Q4 | $1.95M | Sell |
7,035
-1,148
| -14% | -$318K | 0.34% | 61 |
|
|
2023
Q3 | $2.04M | Sell |
8,183
-84
| -1% | -$20.9K | 0.4% | 54 |
|
|
2023
Q2 | $2.16M | Sell |
8,267
-939
| -10% | -$246K | 0.41% | 50 |
|
|
2023
Q1 | $2.3M | Sell |
9,206
-184
| -2% | -$46K | 0.47% | 47 |
|
|
2022
Q4 | $2.27M | Buy |
9,390
+251
| +3% | +$60.7K | 0.49% | 47 |
|
|
2022
Q3 | $2M | Sell |
9,139
-693
| -7% | -$152K | 0.51% | 45 |
|
|
2022
Q2 | $2.22M | Sell |
9,832
-305
| -3% | -$69K | 0.57% | 39 |
|
|
2022
Q1 | $2.72M | Buy |
10,137
+220
| +2% | +$59K | 0.63% | 31 |
|
|
2021
Q4 | $2.81M | Buy |
9,917
+809
| +9% | +$229K | 0.64% | 28 |
|
|
2021
Q3 | $2.4M | Buy |
9,108
+1,007
| +12% | +$265K | 0.64% | 29 |
|
|
2021
Q2 | $2.18M | Buy |
8,101
+1,528
| +23% | +$411K | 0.59% | 29 |
|
|
2021
Q1 | $1.71M | Buy |
6,573
+554
| +9% | +$144K | 0.51% | 34 |
|
|
2020
Q4 | $1.38M | Sell |
6,019
-618
| -9% | -$142K | 0.45% | 45 |
|
|
2020
Q3 | $1.26M | Sell |
6,637
-185
| -3% | -$35K | 0.48% | 43 |
|
|
2020
Q2 | $1.21M | Buy |
6,822
+15
| +0.2% | +$2.67K | 0.49% | 42 |
|
|
2020
Q1 | $1.1M | Sell |
6,807
-259
| -4% | -$41.7K | 0.48% | 48 |
|
|
2019
Q4 | $1.45M | Buy |
7,066
+2,931
| +71% | +$603K | 0.53% | 37 |
|
|
2019
Q3 | $799K | Sell |
4,135
-714
| -15% | -$138K | 0.62% | 54 |
|
|
2019
Q2 | $942K | Buy |
4,849
+1,032
| +27% | +$200K | 0.76% | 41 |
|
|
2019
Q1 | $723K | Buy |
3,817
+478
| +14% | +$90.5K | 0.61% | 53 |
|
|
2018
Q4 | $554K | Buy |
+3,339
| New | +$554K | 0.54% | 63 |
|