CWA
Cascade 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 | $9.37M | Buy |
149,860
+36,596
| +32% | +$2.29M | 5.3% | 8 |
|
|
2025
Q1 | $6.23M | Buy |
113,264
+23,015
| +26% | +$1.27M | 4.31% | 8 |
|
|
2024
Q4 | $5.62M | Buy |
90,249
+4,661
| +5% | +$290K | 3.81% | 12 |
|
|
2024
Q3 | $5.33M | Buy |
85,588
+6,623
| +8% | +$413K | 3.81% | 11 |
|
|
2024
Q2 | $4.77M | Buy |
78,965
+36,818
| +87% | +$2.22M | 3.53% | 11 |
|
|
2024
Q1 | $2.44M | Buy |
+42,147
| New | +$2.44M | 2.07% | 15 |
|