HSWS
Higgins & Schmidt Wealth Strategies’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 | $2.14M | Sell |
34,507
-44
| -0.1% | -$2.73K | 1.18% | 15 |
|
|
2025
Q1 | $2.02M | Sell |
34,551
-279
| -0.8% | -$16.3K | 1.19% | 15 |
|
|
2024
Q4 | $2.17M | Sell |
34,830
-9,503
| -21% | -$592K | 1.35% | 15 |
|
|
2024
Q3 | $2.76M | Sell |
44,333
-52
| -0.1% | -$3.24K | 1.78% | 13 |
|
|
2024
Q2 | $2.6M | Sell |
44,385
-121
| -0.3% | -$7.08K | 1.87% | 13 |
|
|
2024
Q1 | $2.7M | Buy |
44,506
+35,689
| +405% | +$2.17M | 1.99% | 13 |
|
|
2023
Q4 | $2.44M | Buy |
+8,817
| New | +$2.44M | 1.97% | 13 |
|