CWA
Continuum 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 | $1.24M | Sell |
19,945
-200
| -1% | -$12.4K | 0.59% | 18 |
|
|
2025
Q1 | $1.18M | Hold |
20,145
| – | – | 0.6% | 18 |
|
|
2024
Q4 | $1.26M | Hold |
20,145
| – | – | 0.63% | 19 |
|
|
2024
Q3 | $1.26M | Sell |
20,145
-165
| -0.8% | -$10.3K | 0.67% | 20 |
|
|
2024
Q2 | $1.19M | Sell |
20,310
-490
| -2% | -$28.7K | 0.63% | 16 |
|
|
2024
Q1 | $1.26M | Buy |
20,800
+16,609
| +396% | +$1.01M | 0.71% | 16 |
|
|
2023
Q4 | $1.16M | Hold |
4,191
| – | – | 0.75% | 18 |
|
|
2023
Q3 | $1.05M | Hold |
4,191
| – | – | 0.74% | 19 |
|
|
2023
Q2 | $1.1M | Sell |
4,191
-31
| -0.7% | -$8.11K | 0.78% | 18 |
|
|
2023
Q1 | $1.06M | Sell |
4,222
-4,342
| -51% | -$1.09M | 0.86% | 14 |
|
|
2022
Q4 | $2.07M | Buy |
+8,564
| New | +$2.07M | 2.06% | 11 |
|