CWM
Collaborative 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 | $416K | Buy |
6,715
+647
| +11% | +$40.1K | 0.18% | 106 |
|
|
2025
Q1 | $354K | Sell |
6,068
-1,557
| -20% | -$90.9K | 0.17% | 116 |
|
|
2024
Q4 | $475K | Sell |
7,625
-949
| -11% | -$59.1K | 0.22% | 97 |
|
|
2024
Q3 | $534K | Sell |
8,574
-234
| -3% | -$14.6K | 0.24% | 90 |
|
|
2024
Q2 | $515K | Buy |
8,808
+360
| +4% | +$21.1K | 0.25% | 91 |
|
|
2024
Q1 | $513K | Buy |
8,448
+6,664
| +374% | +$405K | 0.26% | 87 |
|
|
2023
Q4 | $495K | Sell |
1,784
-186
| -9% | -$51.6K | 0.27% | 80 |
|
|
2023
Q3 | $491K | Buy |
1,970
+97
| +5% | +$24.2K | 0.29% | 81 |
|
|
2023
Q2 | $490K | Sell |
1,873
-22
| -1% | -$5.75K | 0.29% | 82 |
|
|
2023
Q1 | $474K | Sell |
1,895
-208
| -10% | -$52K | 0.3% | 84 |
|
|
2022
Q4 | $509K | Sell |
2,103
-54
| -3% | -$13.1K | 0.33% | 84 |
|
|
2022
Q3 | $473K | Sell |
2,157
-470
| -18% | -$103K | 0.33% | 81 |
|
|
2022
Q2 | $594K | Buy |
+2,627
| New | +$594K | 0.39% | 84 |
|
|
2021
Q4 | $1.03M | Buy |
+3,632
| New | +$1.03M | 0.56% | 51 |
|
|
2021
Q1 | $878K | Buy |
+3,272
| New | +$878K | 0.51% | 60 |
|