EWA
ERTS 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 | – | Sell |
-14,921
| Closed | -$871K | – | 55 |
|
|
2025
Q1 | $871K | Buy |
14,921
+284
| +2% | +$16.6K | 0.17% | 34 |
|
|
2024
Q4 | $912K | Sell |
14,637
-5,208
| -26% | -$325K | 0.17% | 35 |
|
|
2024
Q3 | $1.24M | Sell |
19,845
-3,723
| -16% | -$232K | 0.23% | 29 |
|
|
2024
Q2 | $1.38M | Sell |
23,568
-1,419
| -6% | -$83K | 0.28% | 26 |
|
|
2024
Q1 | $1.52M | Buy |
24,987
+19,471
| +353% | +$1.18M | 0.31% | 23 |
|
|
2023
Q4 | $1.53M | Sell |
5,516
-241
| -4% | -$66.8K | 0.33% | 20 |
|
|
2023
Q3 | $1.44M | Sell |
5,757
-200
| -3% | -$49.9K | 0.35% | 20 |
|
|
2023
Q2 | $1.56M | Buy |
5,957
+259
| +5% | +$67.7K | 0.36% | 21 |
|
|
2023
Q1 | $1.43M | Buy |
5,698
+1,080
| +23% | +$270K | 0.35% | 23 |
|
|
2022
Q4 | $1.12M | Sell |
4,618
-51
| -1% | -$12.3K | 0.29% | 35 |
|
|
2022
Q3 | $1.02M | Buy |
4,669
+165
| +4% | +$36.2K | 0.29% | 31 |
|
|
2022
Q2 | $1.02M | Buy |
4,504
+80
| +2% | +$18.1K | 0.29% | 33 |
|
|
2022
Q1 | $1.19M | Buy |
4,424
+20
| +0.5% | +$5.37K | 0.33% | 26 |
|
|
2021
Q4 | $1.25M | Sell |
4,404
-109
| -2% | -$31K | 0.3% | 27 |
|
|
2021
Q3 | $1.19M | Buy |
4,513
+1
| +0% | +$263 | 0.31% | 26 |
|
|
2021
Q2 | $1.21M | Sell |
4,512
-1,938
| -30% | -$521K | 0.33% | 25 |
|
|
2021
Q1 | $1.68M | Buy |
6,450
+313
| +5% | +$81.5K | 0.5% | 22 |
|
|
2020
Q4 | $1.41M | Buy |
6,137
+694
| +13% | +$159K | 0.46% | 26 |
|
|
2020
Q3 | $1.01M | Sell |
5,443
-736
| -12% | -$136K | 0.38% | 26 |
|
|
2020
Q2 | $1.1M | Buy |
6,179
+16
| +0.3% | +$2.85K | 0.44% | 26 |
|
|
2020
Q1 | $887K | Buy |
6,163
+5,046
| +452% | +$726K | 0.43% | 31 |
|
|
2019
Q4 | $230K | Hold |
1,117
| – | – | 0.1% | 76 |
|
|
2019
Q3 | $216K | Sell |
1,117
-51
| -4% | -$9.86K | 0.11% | 75 |
|
|
2019
Q2 | $227K | Sell |
1,168
-78
| -6% | -$15.2K | 0.13% | 74 |
|
|
2019
Q1 | $236K | Sell |
1,246
-7,344
| -85% | -$1.39M | 0.14% | 73 |
|
|
2018
Q4 | $1.43M | Buy |
+8,590
| New | +$1.43M | 1.02% | 16 |
|