CWM
Congress 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 | $60.1M | Buy |
969,258
+168,005
| +21% | +$10.4M | 0.58% | 27 |
|
|
2025
Q1 | $46.8M | Buy |
801,253
+16,741
| +2% | +$977K | 0.56% | 31 |
|
|
2024
Q4 | $48.9M | Buy |
784,512
+6,255
| +0.8% | +$390K | 0.67% | 29 |
|
|
2024
Q3 | $48.5M | Buy |
778,257
+628,140
| +418% | +$39.1M | 0.65% | 25 |
|
|
2024
Q2 | $8.78M | Sell |
150,117
-3,477
| -2% | -$203K | 0.14% | 188 |
|
|
2024
Q1 | $9.33M | Buy |
153,594
+131,948
| +610% | +$8.01M | 0.16% | 174 |
|
|
2023
Q4 | $6M | Buy |
21,646
+3,797
| +21% | +$1.05M | 0.11% | 204 |
|
|
2023
Q3 | $4.45M | Buy |
17,849
+1,411
| +9% | +$352K | 0.09% | 225 |
|
|
2023
Q2 | $4.3M | Sell |
16,438
-3,192
| -16% | -$835K | 0.1% | 205 |
|
|
2023
Q1 | $4.91M | Sell |
19,630
-4,471
| -19% | -$1.12M | 0.12% | 188 |
|
|
2022
Q4 | $5.83M | Buy |
24,101
+1,633
| +7% | +$395K | 0.15% | 174 |
|
|
2022
Q3 | $4.93M | Buy |
22,468
+1,131
| +5% | +$248K | 0.13% | 182 |
|
|
2022
Q2 | $4.83M | Sell |
21,337
-920
| -4% | -$208K | 0.12% | 190 |
|
|
2022
Q1 | $5.97M | Sell |
22,257
-5,018
| -18% | -$1.35M | 0.13% | 184 |
|
|
2021
Q4 | $7.72M | Buy |
+27,275
| New | +$7.72M | 0.15% | 176 |
|