EWM
EPG 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 | $6.64M | Buy |
107,083
+76
| +0.1% | +$4.71K | 1.99% | 10 |
|
|
2025
Q1 | $6.24M | Buy |
107,007
+2,108
| +2% | +$123K | 1.74% | 10 |
|
|
2024
Q4 | $6.54M | Sell |
104,899
-9,677
| -8% | -$603K | 1.72% | 10 |
|
|
2024
Q3 | $7.14M | Buy |
+114,576
| New | +$7.14M | 1.8% | 9 |
|
|
2024
Q2 | – | Sell |
-128,016
| Closed | -$7.78M | – | 9 |
|
|
2024
Q1 | $7.78M | Buy |
128,016
+102,319
| +398% | +$6.21M | 1.9% | 9 |
|
|
2023
Q4 | $7.09M | Buy |
25,697
+3,044
| +13% | +$840K | 1.87% | 9 |
|
|
2023
Q3 | $5.65M | Buy |
22,653
+295
| +1% | +$73.6K | 1.7% | 10 |
|
|
2023
Q2 | $5.85M | Sell |
22,358
-266
| -1% | -$69.6K | 1.73% | 9 |
|
|
2023
Q1 | $5.66M | Sell |
22,624
-166
| -0.7% | -$41.5K | 1.79% | 9 |
|
|
2022
Q4 | $5.51M | Buy |
22,790
+482
| +2% | +$117K | 2.1% | 8 |
|
|
2022
Q3 | $4.89M | Buy |
22,308
+2,557
| +13% | +$561K | 2.01% | 9 |
|
|
2022
Q2 | $4.47M | Sell |
19,751
-270
| -1% | -$61.1K | 1.91% | 9 |
|
|
2022
Q1 | $5.37M | Buy |
20,021
+1,653
| +9% | +$444K | 1.86% | 9 |
|
|
2021
Q4 | $5.2M | Buy |
18,368
+431
| +2% | +$122K | 1.83% | 9 |
|
|
2021
Q3 | $4.72M | Buy |
17,937
+631
| +4% | +$166K | 1.89% | 9 |
|
|
2021
Q2 | $4.65M | Buy |
17,306
+1,095
| +7% | +$294K | 1.97% | 8 |
|
|
2021
Q1 | $4.22M | Buy |
16,211
+15,073
| +1,325% | +$3.92M | 2.05% | 8 |
|
|
2020
Q4 | $262K | Sell |
1,138
-784
| -41% | -$180K | 0.16% | 117 |
|
|
2020
Q3 | $356K | Sell |
1,922
-97
| -5% | -$18K | 0.26% | 87 |
|
|
2020
Q2 | $359K | Sell |
2,019
-5,759
| -74% | -$1.02M | 0.25% | 94 |
|
|
2020
Q1 | $1.12M | Buy |
7,778
+427
| +6% | +$61.4K | 0.82% | 25 |
|
|
2019
Q4 | $1.51M | Buy |
+7,351
| New | +$1.51M | 1.11% | 22 |
|