IW
Instrumental Wealth’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 | $18.7M | Buy |
298,995
+17,687
| +6% | +$1.11M | 14.86% | 1 |
|
|
2025
Q1 | $15.9M | Buy |
281,308
+62,860
| +29% | +$3.56M | 14.42% | 1 |
|
|
2024
Q4 | $13.5M | Buy |
218,448
+17,413
| +9% | +$1.08M | 12.81% | 2 |
|
|
2024
Q3 | $12.7M | Buy |
201,035
+4,335
| +2% | +$275K | 12.42% | 2 |
|
|
2024
Q2 | $11.9M | Buy |
196,700
+12,123
| +7% | +$732K | 12.28% | 2 |
|
|
2024
Q1 | $10.9M | Buy |
184,577
+144,869
| +365% | +$8.57M | 4.75% | 3 |
|
|
2023
Q4 | $10.9M | Sell |
39,708
-1,946
| -5% | -$532K | 11.73% | 2 |
|
|
2023
Q3 | $10.4M | Buy |
41,654
+3,409
| +9% | +$854K | 12.19% | 3 |
|
|
2023
Q2 | $10.2M | Buy |
38,245
+1,593
| +4% | +$427K | 12.31% | 3 |
|
|
2023
Q1 | $8.96M | Buy |
+36,652
| New | +$8.96M | 11.82% | 3 |
|