CWA
Clarus 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 | $8.29M | Buy |
130,726
+5,503
| +4% | +$349K | 3.83% | 7 |
|
|
2025
Q1 | $6.91M | Buy |
125,223
+19,508
| +18% | +$1.08M | 3.7% | 10 |
|
|
2024
Q4 | $6.59M | Buy |
105,715
+6,865
| +7% | +$428K | 3.28% | 7 |
|
|
2024
Q3 | $6.11M | Buy |
98,850
+1,159
| +1% | +$71.7K | 3.11% | 8 |
|
|
2024
Q2 | $5.7M | Buy |
97,691
+5,414
| +6% | +$316K | 3.03% | 8 |
|
|
2024
Q1 | $5.42M | Buy |
92,277
+75,886
| +463% | +$4.46M | 3.07% | 8 |
|
|
2023
Q4 | $4.44M | Buy |
+16,391
| New | +$4.44M | 2.62% | 9 |
|
|
2023
Q2 | $3.75M | Buy |
14,460
+1,482
| +11% | +$385K | 2.28% | 13 |
|
|
2023
Q1 | $3.16M | Sell |
12,978
-61
| -0.5% | -$14.9K | 1.99% | 15 |
|
|
2022
Q4 | $3.27M | Buy |
+13,039
| New | +$3.27M | 2.14% | 15 |
|
|
2019
Q3 | – | Sell |
-288
| Closed | -$56K | – | 338 |
|
|
2019
Q2 | $56K | Buy |
288
+2
| +0.7% | +$389 | 0.04% | 257 |
|
|
2019
Q1 | $54K | Buy |
286
+1
| +0.4% | +$189 | 0.04% | 274 |
|
|
2018
Q4 | $47K | Buy |
285
+2
| +0.7% | +$330 | 0.07% | 266 |
|
|
2018
Q3 | $57K | Buy |
283
+1
| +0.4% | +$201 | 0.04% | 275 |
|
|
2018
Q2 | $53K | Buy |
+282
| New | +$53K | 0.04% | 276 |
|