AWM
Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Buy |
85,207
+3,108
| +4% | +$199K | 0.83% | 19 |
|
|
2025
Q1 | $4.46M | Buy |
82,099
+10,148
| +14% | +$552K | 0.85% | 20 |
|
|
2024
Q4 | $4.45M | Buy |
71,951
+14,872
| +26% | +$920K | 0.85% | 18 |
|
|
2024
Q3 | $3.61M | Buy |
57,079
+7,564
| +15% | +$478K | 0.73% | 29 |
|
|
2024
Q2 | $3.01M | Buy |
49,515
+6,068
| +14% | +$369K | 0.72% | 38 |
|
|
2024
Q1 | $2.46M | Buy |
43,447
+34,099
| +365% | +$1.93M | 0.72% | 45 |
|
|
2023
Q4 | $2.54M | Sell |
9,348
-767
| -8% | -$209K | 0.79% | 33 |
|
|
2023
Q3 | $2.53M | Buy |
10,115
+2,741
| +37% | +$687K | 0.79% | 33 |
|
|
2023
Q2 | $1.97M | Buy |
7,374
+2,042
| +38% | +$545K | 0.61% | 45 |
|
|
2023
Q1 | $1.32M | Buy |
5,332
+769
| +17% | +$190K | 0.45% | 58 |
|
|
2022
Q4 | $1.14M | Buy |
4,563
+744
| +19% | +$186K | 0.42% | 51 |
|
|
2022
Q3 | $869K | Buy |
3,819
+2,284
| +149% | +$520K | 0.36% | 60 |
|
|
2022
Q2 | $356K | Buy |
1,535
+742
| +94% | +$172K | 0.19% | 102 |
|
|
2022
Q1 | $213K | Buy |
+793
| New | +$213K | 0.1% | 162 |
|