IWAG
Integer Wealth Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5.24M | Sell |
19,697
-1,791
| -8% | -$477K | 2.86% | 10 |
|
|
2020
Q4 | $5.13M | Sell |
21,488
-1,357
| -6% | -$324K | 3.38% | 8 |
|
|
2020
Q3 | $4.23M | Buy |
22,845
+328
| +1% | +$60.8K | 3.89% | 7 |
|
|
2020
Q2 | $3.93M | Buy |
22,517
+509
| +2% | +$88.8K | 4.02% | 6 |
|
|
2020
Q1 | $3.68M | Buy |
22,008
+305
| +1% | +$51.1K | 4.18% | 6 |
|
|
2019
Q4 | $4.46M | Buy |
+21,703
| New | +$4.46M | 4.42% | 7 |
|