GWSA
Global Wealth Strategies & Associates’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 | $580K | Sell |
9,346
-2,153
| -19% | -$134K | 0.17% | 29 |
|
|
2025
Q1 | $671K | Sell |
11,499
-574
| -5% | -$33.5K | 0.2% | 27 |
|
|
2024
Q4 | $752K | Buy |
12,073
+2
| +0% | +$125 | 0.24% | 28 |
|
|
2024
Q3 | $752K | Buy |
12,071
+1,741
| +17% | +$108K | 0.25% | 23 |
|
|
2024
Q2 | $605K | Sell |
10,330
-515
| -5% | -$30.1K | 0.22% | 24 |
|
|
2024
Q1 | $659K | Buy |
10,845
+8,449
| +353% | +$513K | 0.25% | 25 |
|
|
2023
Q4 | $664K | Sell |
2,396
-228
| -9% | -$63.2K | 0.28% | 22 |
|
|
2023
Q3 | $654K | Sell |
2,624
-205
| -7% | -$51.1K | 0.31% | 28 |
|
|
2023
Q2 | $740K | Sell |
2,829
-58
| -2% | -$15.2K | 0.35% | 26 |
|
|
2023
Q1 | $722K | Sell |
2,887
-49
| -2% | -$12.3K | 0.37% | 25 |
|
|
2022
Q4 | $710K | Buy |
+2,936
| New | +$710K | 0.41% | 28 |
|