CWA
Canvas 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 | $660K | Buy |
10,270
+145
| +1% | +$9.31K | 0.13% | 93 |
|
|
2025
Q1 | $556K | Buy |
10,125
+3,295
| +48% | +$181K | 0.14% | 96 |
|
|
2024
Q4 | $426K | Sell |
6,830
-69
| -1% | -$4.3K | 0.11% | 106 |
|
|
2024
Q3 | $430K | Buy |
6,899
+2,926
| +74% | +$182K | 0.12% | 100 |
|
|
2024
Q2 | $245K | Sell |
3,973
-37
| -0.9% | -$2.28K | 0.08% | 126 |
|
|
2024
Q1 | $227K | Buy |
+4,010
| New | +$227K | 0.08% | 134 |
|