GWP
Gateway Wealth Partners’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 | $549K | Sell |
8,845
-3,119
| -26% | -$193K | 0.1% | 188 |
|
|
2025
Q1 | $698K | Buy |
11,964
+2,213
| +23% | +$129K | 0.16% | 143 |
|
|
2024
Q4 | $608K | Buy |
9,751
+791
| +9% | +$49.3K | 0.16% | 144 |
|
|
2024
Q3 | $558K | Sell |
8,960
-13,381
| -60% | -$834K | 0.15% | 144 |
|
|
2024
Q2 | $1.31M | Sell |
22,341
-418
| -2% | -$24.5K | 0.4% | 66 |
|
|
2024
Q1 | $1.38M | Buy |
22,759
+18,294
| +410% | +$1.11M | 0.5% | 57 |
|
|
2023
Q4 | $1.24M | Sell |
4,465
-422
| -9% | -$117K | 0.5% | 54 |
|
|
2023
Q3 | $1.22M | Buy |
4,887
+1,165
| +31% | +$291K | 0.22% | 75 |
|
|
2023
Q2 | $973K | Sell |
3,722
-2,202
| -37% | -$576K | 0.17% | 85 |
|
|
2023
Q1 | $1.48M | Buy |
5,924
+190
| +3% | +$47.5K | 0.23% | 65 |
|
|
2022
Q4 | $1.39M | Buy |
+5,734
| New | +$1.39M | 0.24% | 56 |
|