FWM
ForthRight 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 | $3.22M | Buy |
51,901
+862
| +2% | +$53.5K | 1% | 18 |
|
|
2025
Q1 | $2.98M | Sell |
51,039
-40
| -0.1% | -$2.33K | 1% | 18 |
|
|
2024
Q4 | $3.18M | Sell |
51,079
-1,569
| -3% | -$97.8K | 1.06% | 17 |
|
|
2024
Q3 | $3.28M | Sell |
52,648
-8,195
| -13% | -$511K | 1.09% | 18 |
|
|
2024
Q2 | $3.56M | Sell |
60,843
-2,435
| -4% | -$142K | 1.28% | 16 |
|
|
2024
Q1 | $3.84M | Buy |
63,278
+50,348
| +389% | +$3.06M | 1.38% | 15 |
|
|
2023
Q4 | $3.58M | Buy |
12,930
+68
| +0.5% | +$18.8K | 1.39% | 16 |
|
|
2023
Q3 | $3.21M | Sell |
12,862
-223
| -2% | -$55.6K | 1.38% | 15 |
|
|
2023
Q2 | $3.42M | Sell |
13,085
-16,788
| -56% | -$4.39M | 1.43% | 14 |
|
|
2023
Q1 | $7.47M | Sell |
29,873
-5,193
| -15% | -$1.3M | 3.42% | 10 |
|
|
2022
Q4 | $8.48M | Buy |
35,066
+1,054
| +3% | +$255K | 4.34% | 6 |
|
|
2022
Q3 | $7.46M | Buy |
34,012
+1,694
| +5% | +$371K | 4.37% | 7 |
|
|
2022
Q2 | $7.31M | Buy |
32,318
+1,373
| +4% | +$311K | 4.06% | 8 |
|
|
2022
Q1 | $8.3M | Buy |
30,945
+6,183
| +25% | +$1.66M | 4.29% | 7 |
|
|
2021
Q4 | $7.01M | Buy |
24,762
+580
| +2% | +$164K | 3.83% | 7 |
|
|
2021
Q3 | $6.36M | Buy |
24,182
+788
| +3% | +$207K | 3.86% | 7 |
|
|
2021
Q2 | $6.29M | Buy |
23,394
+161
| +0.7% | +$43.3K | 3.99% | 7 |
|
|
2021
Q1 | $6.05M | Sell |
23,233
-1,474
| -6% | -$384K | 4.1% | 7 |
|
|
2020
Q4 | $5.68M | Buy |
+24,707
| New | +$5.68M | 4.46% | 6 |
|