GWA
Gratus Wealth Advisors’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 | $383K | Buy |
+6,169
| New | +$383K | 0.06% | 103 |
|
|
2024
Q4 | – | Sell |
-3,961
| Closed | -$245K | – | 128 |
|
|
2024
Q3 | $245K | Buy |
3,961
+9
| +0.2% | +$557 | 0.04% | 128 |
|
|
2024
Q2 | $238K | Sell |
3,952
-79
| -2% | -$4.76K | 0.04% | 125 |
|
|
2024
Q1 | $227K | Buy |
4,031
+2,790
| +225% | +$157K | 0.04% | 125 |
|
|
2023
Q4 | $344K | Buy |
+1,241
| New | +$344K | 0.07% | 105 |
|