GWMR
GC Wealth Management RIA’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
28,089
-1,434
| -5% | -$130K | 0.21% | 107 |
|
|
2025
Q1 | $2.46M | Sell |
29,523
-867
| -3% | -$72.2K | 0.45% | 57 |
|
|
2024
Q4 | $2.76M | Sell |
30,390
-900
| -3% | -$81.8K | 0.49% | 45 |
|
|
2024
Q3 | $2.88M | Sell |
31,290
-50
| -0.2% | -$4.6K | 0.5% | 41 |
|
|
2024
Q2 | $2.76M | Buy |
31,340
+2,096
| +7% | +$185K | 0.55% | 33 |
|
|
2024
Q1 | $2.67M | Buy |
+29,244
| New | +$2.67M | 0.53% | 34 |
|