HNWAG
High Net Worth Advisory Group’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 | $3.52M | Sell |
56,698
-1,068
| -2% | -$66.2K | 0.93% | 29 |
|
|
2025
Q1 | $3.37M | Buy |
57,766
+19,780
| +52% | +$1.15M | 0.95% | 28 |
|
|
2024
Q4 | $2.37M | Buy |
37,986
+2,055
| +6% | +$128K | 0.66% | 39 |
|
|
2024
Q3 | $2.24M | Sell |
35,931
-375
| -1% | -$23.4K | 0.61% | 40 |
|
|
2024
Q2 | $2.12M | Sell |
36,306
-190
| -0.5% | -$11.1K | 0.64% | 38 |
|
|
2024
Q1 | $2.22M | Buy |
36,496
+29,337
| +410% | +$1.78M | 0.7% | 35 |
|
|
2023
Q4 | $1.98M | Buy |
7,159
+18
| +0.3% | +$4.99K | 0.74% | 35 |
|
|
2023
Q3 | $1.78M | Buy |
7,141
+63
| +0.9% | +$15.7K | 0.71% | 35 |
|
|
2023
Q2 | $1.85M | Sell |
7,078
-1,667
| -19% | -$436K | 0.72% | 37 |
|
|
2023
Q1 | $2.19M | Sell |
8,745
-208
| -2% | -$52K | 0.89% | 27 |
|
|
2022
Q4 | $2.17M | Sell |
8,953
-2,236
| -20% | -$541K | 0.84% | 22 |
|
|
2022
Q3 | $2.45M | Buy |
11,189
+40
| +0.4% | +$8.77K | 1.05% | 17 |
|
|
2022
Q2 | $2.52M | Sell |
11,149
-2,676
| -19% | -$605K | 1.05% | 15 |
|
|
2022
Q1 | $3.71M | Buy |
13,825
+316
| +2% | +$84.8K | 1.35% | 15 |
|
|
2021
Q4 | $3.82M | Buy |
+13,509
| New | +$3.82M | 1.34% | 16 |
|