IWM
IHT Wealth Management’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 | $14.9M | Buy |
239,756
+152,984
| +176% | +$9.49M | 0.41% | 51 |
|
|
2025
Q1 | $5.06M | Buy |
86,772
+1,029
| +1% | +$60K | 0.16% | 133 |
|
|
2024
Q4 | $5.34M | Sell |
85,743
-31,435
| -27% | -$1.96M | 0.17% | 118 |
|
|
2024
Q3 | $7.29M | Buy |
117,178
+36,934
| +46% | +$2.3M | 0.21% | 97 |
|
|
2024
Q2 | $4.7M | Buy |
80,244
+9,379
| +13% | +$549K | 0.18% | 115 |
|
|
2024
Q1 | $4.3M | Buy |
70,865
+57,428
| +427% | +$3.49M | 0.17% | 120 |
|
|
2023
Q4 | $3.72M | Sell |
13,437
-923
| -6% | -$256K | 0.17% | 126 |
|
|
2023
Q3 | $3.58M | Sell |
14,360
-1,005
| -7% | -$251K | 0.18% | 115 |
|
|
2023
Q2 | $4.02M | Sell |
15,365
-78
| -0.5% | -$20.4K | 0.21% | 102 |
|
|
2023
Q1 | $3.86M | Buy |
15,443
+83
| +0.5% | +$20.8K | 0.22% | 98 |
|
|
2022
Q4 | $3.72M | Sell |
15,360
-2,021
| -12% | -$489K | 0.23% | 98 |
|
|
2022
Q3 | $3.81M | Buy |
17,381
+5,481
| +46% | +$1.2M | 0.29% | 73 |
|
|
2022
Q2 | $2.69M | Sell |
11,900
-300
| -2% | -$67.9K | 0.24% | 96 |
|
|
2022
Q1 | $3.27M | Sell |
12,200
-2,292
| -16% | -$615K | 0.25% | 86 |
|
|
2021
Q4 | $4.1M | Sell |
14,492
-2,802
| -16% | -$793K | 0.3% | 70 |
|
|
2021
Q3 | $4.55M | Sell |
17,294
-8,762
| -34% | -$2.3M | 0.37% | 55 |
|
|
2021
Q2 | $7M | Sell |
26,056
-385
| -1% | -$103K | 0.44% | 42 |
|
|
2021
Q1 | $6.88M | Sell |
26,441
-2,016
| -7% | -$525K | 0.5% | 36 |
|
|
2020
Q4 | $6.54M | Sell |
28,457
-353
| -1% | -$81.1K | 0.54% | 30 |
|
|
2020
Q3 | $5.34M | Sell |
28,810
-1,937
| -6% | -$359K | 0.54% | 27 |
|
|
2020
Q2 | $5.47M | Sell |
30,747
-4,029
| -12% | -$716K | 0.75% | 19 |
|
|
2020
Q1 | $5M | Sell |
34,776
-17,257
| -33% | -$2.48M | 0.72% | 18 |
|
|
2019
Q4 | $10.7M | Buy |
52,033
+1,093
| +2% | +$225K | 1.27% | 12 |
|
|
2019
Q3 | $9.84M | Buy |
50,940
+8,234
| +19% | +$1.59M | 1.34% | 9 |
|
|
2019
Q2 | $8.3M | Buy |
42,706
+7,049
| +20% | +$1.37M | 1.2% | 10 |
|
|
2019
Q1 | $6.75M | Sell |
35,657
-655
| -2% | -$124K | 1.13% | 13 |
|
|
2018
Q4 | $6.03M | Buy |
36,312
+3,770
| +12% | +$626K | 1.16% | 11 |
|
|
2018
Q3 | $6.55M | Buy |
32,542
+6,717
| +26% | +$1.35M | 1.42% | 7 |
|
|
2018
Q2 | $5.03M | Buy |
25,825
+6,446
| +33% | +$1.26M | 1.29% | 6 |
|
|
2018
Q1 | $3.55M | Buy |
19,379
+2,152
| +12% | +$394K | 0.95% | 11 |
|
|
2017
Q4 | $3.35M | Buy |
17,227
+6,744
| +64% | +$1.31M | 0.89% | 13 |
|
|
2017
Q3 | $1.9M | Buy |
10,483
+6,150
| +142% | +$1.11M | 0.81% | 14 |
|
|
2017
Q2 | $18 | Buy |
4,333
+1,156
| +36% | +$5 | 0.01% | 809 |
|
|
2017
Q1 | $152K | Buy |
3,177
+2,314
| +268% | +$111K | 0.1% | 226 |
|
|
2016
Q4 | $143K | Buy |
+863
| New | +$143K | 0.11% | 211 |
|