DWMG
DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.7M | Buy |
27,779
+3,466
| +14% | +$961K | 4.37% | 5 |
|
|
2023
Q3 | $6.06M | Buy |
24,313
+5,193
| +27% | +$1.29M | 3.83% | 4 |
|
|
2023
Q2 | $5M | Buy |
19,120
+761
| +4% | +$199K | 3.06% | 5 |
|
|
2023
Q1 | $4.59M | Buy |
18,359
+232
| +1% | +$58K | 2.9% | 7 |
|
|
2022
Q4 | $4.38M | Sell |
18,127
-5,190
| -22% | -$1.26M | 2.84% | 9 |
|
|
2022
Q3 | $5.11M | Sell |
23,317
-736
| -3% | -$161K | 3.65% | 5 |
|
|
2022
Q2 | $5.44M | Buy |
24,053
+430
| +2% | +$97.3K | 3.71% | 5 |
|
|
2022
Q1 | $6.34M | Buy |
23,623
+3,199
| +16% | +$858K | 3.82% | 5 |
|
|
2021
Q4 | $5.78M | Buy |
20,424
+2,071
| +11% | +$586K | 3.42% | 5 |
|
|
2021
Q3 | $4.83M | Buy |
18,353
+2,513
| +16% | +$661K | 3.11% | 5 |
|
|
2021
Q2 | $4.26M | Buy |
15,840
+3,877
| +32% | +$1.04M | 2.72% | 8 |
|
|
2021
Q1 | $3.11M | Buy |
11,963
+2,235
| +23% | +$582K | 2.13% | 8 |
|
|
2020
Q4 | $2.24M | Buy |
+9,728
| New | +$2.24M | 1.65% | 15 |
|