AWA
Alta Wealth Advisors’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 | $619K | Buy |
9,979
+148
| +2% | +$9.18K | 0.29% | 55 |
|
|
2025
Q1 | $574K | Sell |
9,831
-14
| -0.1% | -$817 | 0.26% | 69 |
|
|
2024
Q4 | $613K | Buy |
9,845
+1,563
| +19% | +$97.4K | 0.27% | 74 |
|
|
2024
Q3 | $516K | Buy |
8,282
+65
| +0.8% | +$4.05K | 0.24% | 83 |
|
|
2024
Q2 | $481K | Buy |
8,217
+786
| +11% | +$46K | 0.24% | 78 |
|
|
2024
Q1 | $451K | Buy |
7,431
+6,041
| +435% | +$367K | 0.23% | 84 |
|
|
2023
Q4 | $385K | Sell |
1,390
-246
| -15% | -$68.2K | 0.21% | 91 |
|
|
2023
Q3 | $408K | Buy |
1,636
+175
| +12% | +$43.6K | 0.25% | 97 |
|
|
2023
Q2 | $382K | Sell |
1,461
-10
| -0.7% | -$2.62K | 0.22% | 106 |
|
|
2023
Q1 | $368K | Hold |
1,471
| – | – | 0.23% | 106 |
|
|
2022
Q4 | $356K | Sell |
1,471
-443
| -23% | -$107K | 0.24% | 112 |
|
|
2022
Q3 | $420K | Sell |
1,914
-120
| -6% | -$26.3K | 0.3% | 100 |
|
|
2022
Q2 | $460K | Buy |
2,034
+101
| +5% | +$22.8K | 0.32% | 96 |
|
|
2022
Q1 | $519K | Buy |
1,933
+60
| +3% | +$16.1K | 0.31% | 104 |
|
|
2021
Q4 | $530K | Buy |
1,873
+498
| +36% | +$141K | 0.33% | 98 |
|
|
2021
Q3 | $362K | Buy |
1,375
+30
| +2% | +$7.9K | 0.26% | 112 |
|
|
2021
Q2 | $361K | Buy |
1,345
+6
| +0.4% | +$1.61K | 0.26% | 112 |
|
|
2021
Q1 | $348K | Buy |
1,339
+1
| +0.1% | +$260 | 0.29% | 110 |
|
|
2020
Q4 | $308K | Buy |
+1,338
| New | +$308K | 0.26% | 113 |
|