JPWM
Jamison Private 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 | $435K | Buy |
7,019
+493
| +8% | +$30.6K | 0.06% | 157 |
|
|
2025
Q1 | $381K | Buy |
6,526
+275
| +4% | +$16K | 0.06% | 159 |
|
|
2024
Q4 | $390K | Buy |
6,251
+952
| +18% | +$59.3K | 0.06% | 161 |
|
|
2024
Q3 | $330K | Buy |
5,299
+907
| +21% | +$56.5K | 0.05% | 155 |
|
|
2024
Q2 | $257K | Buy |
4,392
+1,045
| +31% | +$61.2K | 0.04% | 162 |
|
|
2024
Q1 | $203K | Buy |
3,347
+2,737
| +449% | +$166K | 0.03% | 175 |
|
|
2023
Q4 | $169K | Buy |
610
+154
| +34% | +$42.7K | 0.03% | 177 |
|
|
2023
Q3 | $114K | Buy |
+456
| New | +$114K | 0.02% | 191 |
|