FWA
FSM 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 | $18.4M | Buy |
290,823
+28,206
| +11% | +$1.78M | 2.99% | 8 |
|
|
2025
Q1 | $15.3M | Buy |
262,617
+9,665
| +4% | +$564K | 3.45% | 8 |
|
|
2024
Q4 | $16.3M | Buy |
252,952
+16,365
| +7% | +$1.05M | 3.99% | 6 |
|
|
2024
Q3 | $14.7M | Buy |
236,587
+24,082
| +11% | +$1.5M | 3.91% | 6 |
|
|
2024
Q2 | $12.4M | Buy |
212,505
+14,932
| +8% | +$874K | 4.17% | 5 |
|
|
2024
Q1 | $12M | Buy |
197,573
+163,724
| +484% | +$9.94M | 4.26% | 6 |
|
|
2023
Q4 | $9.38M | Buy |
33,849
+3,811
| +13% | +$1.06M | 3.99% | 5 |
|
|
2023
Q3 | $7.49M | Buy |
30,038
+7,280
| +32% | +$1.82M | 3.77% | 6 |
|
|
2023
Q2 | $6.05M | Buy |
22,758
+4,309
| +23% | +$1.15M | 3.04% | 9 |
|
|
2023
Q1 | $4.62M | Buy |
18,449
+3,244
| +21% | +$812K | 2.68% | 8 |
|
|
2022
Q4 | $3.68M | Buy |
15,205
+2,088
| +16% | +$505K | 2.62% | 8 |
|
|
2022
Q3 | $2.88M | Buy |
13,117
+1,198
| +10% | +$263K | 2.39% | 8 |
|
|
2022
Q2 | $3M | Buy |
+11,919
| New | +$3M | 2.97% | 6 |
|