APW
Acima Private Wealth’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 | $17.5M | Buy |
282,928
+23,503
| +9% | +$1.46M | 5.98% | 3 |
|
|
2025
Q1 | $15.1M | Sell |
259,425
-35,205
| -12% | -$2.05M | 5.43% | 3 |
|
|
2024
Q4 | $18.4M | Buy |
294,630
+685
| +0.2% | +$42.7K | 6.18% | 3 |
|
|
2024
Q3 | $18.3M | Buy |
293,945
+4,411
| +2% | +$275K | 6.14% | 3 |
|
|
2024
Q2 | $16.9M | Buy |
289,534
+21,836
| +8% | +$1.28M | 6.23% | 3 |
|
|
2024
Q1 | $16.3M | Buy |
267,698
+216,348
| +421% | +$13.1M | 5.99% | 3 |
|
|
2023
Q4 | $14.2M | Buy |
51,350
+13,408
| +35% | +$3.72M | 5.56% | 2 |
|
|
2023
Q3 | $9.46M | Buy |
37,942
+1,232
| +3% | +$307K | 4.21% | 2 |
|
|
2023
Q2 | $9.6M | Buy |
36,710
+94
| +0.3% | +$24.6K | 4.59% | 2 |
|
|
2023
Q1 | $9.16M | Buy |
36,616
+237
| +0.7% | +$59.3K | 4.5% | 1 |
|
|
2022
Q4 | $8.8M | Buy |
36,379
+823
| +2% | +$199K | 4.51% | 2 |
|
|
2022
Q3 | $7.8M | Buy |
35,556
+102
| +0.3% | +$22.4K | 4.01% | 4 |
|
|
2022
Q2 | $8.02M | Buy |
35,454
+1,122
| +3% | +$254K | 4% | 2 |
|
|
2022
Q1 | $9.21M | Sell |
34,332
-5,011
| -13% | -$1.34M | 4.26% | 2 |
|
|
2021
Q4 | $11.1M | Buy |
39,343
+1,846
| +5% | +$523K | 4.79% | 1 |
|
|
2021
Q3 | $9.86M | Buy |
37,497
+56
| +0.1% | +$14.7K | 4.53% | 2 |
|
|
2021
Q2 | $10.1M | Buy |
37,441
+804
| +2% | +$216K | 4.62% | 1 |
|
|
2021
Q1 | $9.54M | Sell |
36,637
-2,096
| -5% | -$546K | 4.69% | 1 |
|
|
2020
Q4 | $8.9M | Buy |
38,733
+2,759
| +8% | +$634K | 4.61% | 1 |
|
|
2020
Q3 | $6.67M | Buy |
35,974
+12,755
| +55% | +$2.36M | 4.02% | 2 |
|
|
2020
Q2 | $4.13M | Buy |
23,219
+1,531
| +7% | +$272K | 2.67% | 8 |
|
|
2020
Q1 | $3.12M | Buy |
21,688
+21,258
| +4,944% | +$3.06M | 2.4% | 9 |
|
|
2019
Q4 | $89K | Sell |
430
-120
| -22% | -$24.8K | 0.06% | 166 |
|
|
2019
Q3 | $106K | Buy |
+550
| New | +$106K | 0.08% | 160 |
|