CWM
C2C 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 | $3.16M | Sell |
50,932
-799
| -2% | -$49.6K | 2.86% | 10 |
|
|
2025
Q1 | $3.02M | Buy |
51,731
+321
| +0.6% | +$18.7K | 2.83% | 10 |
|
|
2024
Q4 | $3.2M | Hold |
51,410
| – | – | 2.97% | 10 |
|
|
2024
Q3 | $3.18M | Buy |
51,410
+330
| +0.6% | +$20.4K | 2.96% | 10 |
|
|
2024
Q2 | $2.99M | Sell |
51,080
-575
| -1% | -$33.6K | 2.92% | 10 |
|
|
2024
Q1 | $3.14M | Buy |
51,655
+41,331
| +400% | +$2.51M | 3.11% | 10 |
|
|
2023
Q4 | $2.89M | Sell |
10,324
-1,163
| -10% | -$325K | 2.45% | 10 |
|
|
2023
Q3 | $2.82M | Buy |
11,487
+20
| +0.2% | +$4.91K | 0.4% | 23 |
|
|
2023
Q2 | $3.08M | Sell |
11,467
-200
| -2% | -$53.8K | 0.41% | 19 |
|
|
2023
Q1 | $2.89M | Buy |
11,667
+51
| +0.4% | +$12.6K | 0.47% | 19 |
|
|
2022
Q4 | $2.92M | Sell |
11,616
-10
| -0.1% | -$2.52K | 0.51% | 17 |
|
|
2022
Q3 | $2.73M | Buy |
11,626
+55
| +0.5% | +$12.9K | 0.53% | 17 |
|
|
2022
Q2 | $2.74M | Buy |
11,571
+200
| +2% | +$47.4K | 0.5% | 21 |
|
|
2022
Q1 | $3.07M | Buy |
11,371
+10
| +0.1% | +$2.7K | 0.52% | 22 |
|
|
2021
Q4 | $3.22M | Buy |
+11,361
| New | +$3.22M | 0.46% | 24 |
|