GGM Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.41M | Sell |
24,875
-2,475
| -9% | -$141K | 0.79% | 40 |
|
|
2024
Q4 | $1.7M | Buy |
27,350
+352
| +1% | +$21.9K | 0.89% | 34 |
|
|
2024
Q3 | $1.68M | Buy |
26,998
+197
| +0.7% | +$12.3K | 0.72% | 35 |
|
|
2024
Q2 | $1.57M | Buy |
26,801
+551
| +2% | +$32.2K | 0.72% | 36 |
|
|
2024
Q1 | $1.57M | Sell |
26,250
-2,005
| -7% | -$120K | 0.73% | 35 |
|
|
2023
Q4 | $1.56M | Sell |
28,255
-22,295
| -44% | -$1.23M | 0.64% | 37 |
|
|
2023
Q3 | $2.53M | Buy |
50,550
+140
| +0.3% | +$7.01K | 1.1% | 23 |
|
|
2023
Q2 | $2.68M | Buy |
+50,410
| New | +$2.68M | 1.09% | 23 |
|
|
2023
Q1 | – | Sell |
-39,010
| Closed | -$1.93M | – | 93 |
|
|
2022
Q4 | $1.93M | Buy |
39,010
+15,520
| +66% | +$770K | 1% | 26 |
|
|
2022
Q3 | $1.12M | Buy |
23,490
+185
| +0.8% | +$8.79K | 0.6% | 35 |
|
|
2022
Q2 | $1.06M | Buy |
23,305
+1,230
| +6% | +$56.2K | 0.59% | 37 |
|
|
2022
Q1 | $1.18M | Buy |
22,075
+10,615
| +93% | +$567K | 0.59% | 39 |
|
|
2021
Q4 | $641K | Buy |
11,460
+655
| +6% | +$36.6K | 0.51% | 42 |
|
|
2021
Q3 | $605K | Buy |
10,805
+2,945
| +37% | +$165K | 0.48% | 41 |
|
|
2021
Q2 | $410K | Buy |
7,860
+330
| +4% | +$17.2K | 0.35% | 53 |
|
|
2021
Q1 | $409K | Buy |
7,530
+200
| +3% | +$10.9K | 0.33% | 53 |
|
|
2020
Q4 | $354K | Buy |
+7,330
| New | +$354K | 0.35% | 47 |
|