GG
GenWealth Group’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 | $25.5M | Buy |
+410,976
| New | +$25.5M | 5.14% | 7 |
|
|
2025
Q1 | – | Sell |
-304,374
| Closed | -$19M | – | 75 |
|
|
2024
Q4 | $19M | Buy |
304,374
+5,248
| +2% | +$327K | 4.32% | 10 |
|
|
2024
Q3 | $18.6M | Buy |
299,126
+8,087
| +3% | +$504K | 4.29% | 9 |
|
|
2024
Q2 | $17M | Buy |
291,039
+3,644
| +1% | +$213K | 4.19% | 10 |
|
|
2024
Q1 | $17.5M | Buy |
+287,395
| New | +$17.5M | 4.4% | 10 |
|
|
2022
Q1 | – | Sell |
-724
| Closed | -$205K | – | 75 |
|
|
2021
Q4 | $205K | Sell |
724
-35
| -5% | -$9.91K | 0.06% | 67 |
|
|
2021
Q3 | $200K | Sell |
759
-37
| -5% | -$9.75K | 0.06% | 62 |
|
|
2021
Q2 | $213K | Sell |
796
-36
| -4% | -$9.63K | 0.06% | 60 |
|
|
2021
Q1 | $216K | Sell |
832
-1,111
| -57% | -$288K | 0.07% | 65 |
|
|
2020
Q4 | $447K | Sell |
1,943
-230
| -11% | -$52.9K | 0.15% | 47 |
|
|
2020
Q3 | $427K | Sell |
2,173
-253
| -10% | -$49.7K | 0.15% | 48 |
|
|
2020
Q2 | $428K | Sell |
2,426
-140
| -5% | -$24.7K | 0.17% | 47 |
|
|
2020
Q1 | $369K | Sell |
2,566
-291
| -10% | -$41.8K | 0.16% | 38 |
|
|
2019
Q4 | $588K | Sell |
2,857
-204
| -7% | -$42K | 0.23% | 44 |
|
|
2019
Q3 | $591K | Hold |
3,061
| – | – | 0.25% | 41 |
|
|
2019
Q2 | $594K | Buy |
3,061
+996
| +48% | +$193K | 0.25% | 39 |
|
|
2019
Q1 | $396K | Buy |
2,065
+29
| +1% | +$5.56K | 0.18% | 45 |
|
|
2018
Q4 | $338K | Buy |
2,036
+73
| +4% | +$12.1K | 0.17% | 43 |
|
|
2018
Q3 | $390K | Hold |
1,963
| – | – | 0.18% | 44 |
|
|
2018
Q2 | $383K | Sell |
1,963
-46
| -2% | -$8.98K | 0.19% | 44 |
|
|
2018
Q1 | $376K | Buy |
2,009
+313
| +18% | +$58.6K | 0.19% | 44 |
|
|
2017
Q4 | $336K | Buy |
1,696
+368
| +28% | +$72.9K | 0.17% | 49 |
|
|
2017
Q3 | $237K | Sell |
1,328
-365
| -22% | -$65.1K | 0.14% | 51 |
|
|
2017
Q2 | $294K | Buy |
+1,693
| New | +$294K | 0.2% | 43 |
|