AWM
Axxcess 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 | $53.5M | Buy |
862,279
+98,378
| +13% | +$6.1M | 1.25% | 15 |
|
|
2025
Q1 | $44.6M | Buy |
763,901
+7,632
| +1% | +$445K | 1.18% | 16 |
|
|
2024
Q4 | $47.1M | Buy |
756,269
+22,282
| +3% | +$1.39M | 1.13% | 17 |
|
|
2024
Q3 | $45.7M | Buy |
733,987
+8,596
| +1% | +$536K | 1.12% | 17 |
|
|
2024
Q2 | $42.4M | Sell |
725,391
-7,051
| -1% | -$413K | 1.12% | 16 |
|
|
2024
Q1 | $44.5M | Buy |
732,442
+589,323
| +412% | +$35.8M | 1.22% | 14 |
|
|
2023
Q4 | $39.7M | Buy |
143,119
+17,957
| +14% | +$4.98M | 1.15% | 14 |
|
|
2023
Q3 | $31.2M | Buy |
125,162
+97,438
| +351% | +$24.3M | 1.06% | 17 |
|
|
2023
Q2 | $7.25M | Sell |
27,724
-4,225
| -13% | -$1.1M | 0.52% | 39 |
|
|
2023
Q1 | $7.99M | Buy |
31,949
+3,652
| +13% | +$914K | 0.6% | 30 |
|
|
2022
Q4 | $6.84M | Buy |
28,297
+16,479
| +139% | +$3.99M | 0.56% | 36 |
|
|
2022
Q3 | $2.59M | Buy |
11,818
+144
| +1% | +$31.6K | 0.25% | 83 |
|
|
2022
Q2 | $2.64M | Sell |
11,674
-1,363
| -10% | -$308K | 0.24% | 85 |
|
|
2022
Q1 | $3.5M | Buy |
13,037
+948
| +8% | +$254K | 0.27% | 76 |
|
|
2021
Q4 | $3.42M | Buy |
+12,089
| New | +$3.42M | 0.25% | 77 |
|