GWMIA
Global Wealth Management Investment Advisory’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 | $9.1M | Sell |
146,719
-27,186
| -16% | -$1.69M | 1.71% | 16 |
|
|
2025
Q1 | $10.1M | Buy |
173,905
+7,639
| +5% | +$446K | 2.03% | 15 |
|
|
2024
Q4 | $10.4M | Buy |
166,266
+6,112
| +4% | +$381K | 2.14% | 12 |
|
|
2024
Q3 | $9.98M | Buy |
160,154
+3,998
| +3% | +$249K | 2.15% | 12 |
|
|
2024
Q2 | $9.14M | Sell |
156,156
-15,058
| -9% | -$881K | 2.13% | 12 |
|
|
2024
Q1 | $10.4M | Buy |
171,214
+137,582
| +409% | +$8.36M | 2.55% | 9 |
|
|
2023
Q4 | $9.32M | Buy |
33,632
+619
| +2% | +$172K | 2.39% | 9 |
|
|
2023
Q3 | $8.23M | Buy |
33,013
+458
| +1% | +$114K | 2.31% | 9 |
|
|
2023
Q2 | $8.51M | Sell |
32,555
-679
| -2% | -$178K | 2.34% | 8 |
|
|
2023
Q1 | $8.31M | Buy |
33,234
+2,153
| +7% | +$539K | 2.5% | 8 |
|
|
2022
Q4 | $7.52M | Buy |
31,081
+323
| +1% | +$78.1K | 2.45% | 8 |
|
|
2022
Q3 | $6.74M | Buy |
30,758
+1,295
| +4% | +$284K | 2.4% | 8 |
|
|
2022
Q2 | $6.67M | Buy |
29,463
+5,115
| +21% | +$1.16M | 2.25% | 10 |
|
|
2022
Q1 | $6.53M | Buy |
24,348
+5,678
| +30% | +$1.52M | 1.95% | 12 |
|
|
2021
Q4 | $5.29M | Buy |
18,670
+1,285
| +7% | +$364K | 1.59% | 17 |
|
|
2021
Q3 | $4.57M | Buy |
17,385
+1,840
| +12% | +$484K | 1.45% | 19 |
|
|
2021
Q2 | $4.18M | Buy |
15,545
+586
| +4% | +$157K | 1.39% | 21 |
|
|
2021
Q1 | $3.89M | Sell |
14,959
-1,381
| -8% | -$359K | 1.4% | 21 |
|
|
2020
Q4 | $3.76M | Buy |
16,340
+2
| +0% | +$460 | 1.46% | 20 |
|
|
2020
Q3 | $3.03M | Buy |
16,338
+389
| +2% | +$72.1K | 1.31% | 23 |
|
|
2020
Q2 | $2.84M | Buy |
15,949
+567
| +4% | +$101K | 1.21% | 26 |
|
|
2020
Q1 | $2.21M | Buy |
15,382
+3,794
| +33% | +$546K | 1.12% | 27 |
|
|
2019
Q4 | $2.39M | Buy |
11,588
+643
| +6% | +$132K | 1.01% | 32 |
|
|
2019
Q3 | $2.12M | Buy |
10,945
+1,259
| +13% | +$243K | 0.97% | 34 |
|
|
2019
Q2 | $1.88M | Buy |
9,686
+2,217
| +30% | +$431K | 0.91% | 36 |
|
|
2019
Q1 | $1.42M | Sell |
7,469
-3,783
| -34% | -$717K | 0.73% | 53 |
|
|
2018
Q4 | $1.87M | Buy |
+11,252
| New | +$1.87M | 1.09% | 30 |
|