JWS
Juncture Wealth Strategies’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 | $572K | Sell |
9,227
-1,097
| -11% | -$68K | 0.2% | 61 |
|
|
2025
Q1 | $602K | Hold |
10,324
| – | – | 0.23% | 70 |
|
|
2024
Q4 | $643K | Buy |
10,324
+798
| +8% | +$49.7K | 0.24% | 61 |
|
|
2024
Q3 | $594K | Buy |
9,526
+1
| +0% | +$62 | 0.23% | 65 |
|
|
2024
Q2 | $557K | Sell |
9,525
-1,405
| -13% | -$82.2K | 0.23% | 58 |
|
|
2024
Q1 | $664K | Buy |
10,930
+8,167
| +296% | +$496K | 0.29% | 50 |
|
|
2023
Q4 | $766K | Buy |
2,763
+334
| +14% | +$92.6K | 0.35% | 52 |
|
|
2023
Q3 | $606K | Sell |
2,429
-5,675
| -70% | -$1.42M | 0.3% | 73 |
|
|
2023
Q2 | $2.12M | Buy |
8,104
+1,413
| +21% | +$369K | 0.99% | 26 |
|
|
2023
Q1 | $1.67M | Sell |
6,691
-6,529
| -49% | -$1.63M | 0.82% | 27 |
|
|
2022
Q4 | $3.2M | Buy |
13,220
+1,074
| +9% | +$260K | 1.52% | 16 |
|
|
2022
Q3 | $2.66M | Buy |
12,146
+7,118
| +142% | +$1.56M | 1.33% | 25 |
|
|
2022
Q2 | $1.14M | Sell |
5,028
-242
| -5% | -$54.7K | 0.56% | 34 |
|
|
2022
Q1 | $1.41M | Buy |
5,270
+223
| +4% | +$59.8K | 0.67% | 33 |
|
|
2021
Q4 | $1.43M | Buy |
5,047
+554
| +12% | +$157K | 0.68% | 35 |
|
|
2021
Q3 | $1.18M | Buy |
4,493
+715
| +19% | +$188K | 0.62% | 32 |
|
|
2021
Q2 | $1.03M | Sell |
3,778
-454
| -11% | -$123K | 0.59% | 36 |
|
|
2021
Q1 | $1.1M | Sell |
4,232
-1,856
| -30% | -$483K | 0.69% | 33 |
|
|
2020
Q4 | $1.4M | Sell |
6,088
-216
| -3% | -$49.6K | 0.89% | 24 |
|
|
2020
Q3 | $1.17M | Buy |
6,304
+62
| +1% | +$11.5K | 0.81% | 25 |
|
|
2020
Q2 | $1.11M | Sell |
6,242
-97
| -2% | -$17.2K | 0.84% | 27 |
|
|
2020
Q1 | $912K | Buy |
6,339
+905
| +17% | +$130K | 0.84% | 31 |
|
|
2019
Q4 | $1.12M | Sell |
5,434
-51
| -0.9% | -$10.5K | 0.87% | 32 |
|
|
2019
Q3 | $1.06M | Sell |
5,485
-978
| -15% | -$189K | 0.93% | 32 |
|
|
2019
Q2 | $1.26M | Sell |
6,463
-750
| -10% | -$146K | 1.01% | 31 |
|
|
2019
Q1 | $1.37M | Sell |
7,213
-1,874
| -21% | -$355K | 1.06% | 27 |
|
|
2018
Q4 | $1.51M | Buy |
+9,087
| New | +$1.51M | 1.02% | 27 |
|
|
2018
Q2 | – | Sell |
-1,610
| Closed | -$302K | – | 109 |
|
|
2018
Q1 | $302K | Buy |
1,610
+16
| +1% | +$3K | 0.17% | 80 |
|
|
2017
Q4 | $303K | Buy |
1,594
+75
| +5% | +$14.3K | 0.17% | 77 |
|
|
2017
Q3 | $272K | Buy |
1,519
+95
| +7% | +$17K | 0.15% | 81 |
|
|
2017
Q2 | $248K | Buy |
1,424
+65
| +5% | +$11.3K | 0.14% | 78 |
|
|
2017
Q1 | $233K | Buy |
+1,359
| New | +$233K | 0.14% | 81 |
|
|
2016
Q4 | – | Sell |
-2,086
| Closed | -$323K | – | 83 |
|
|
2016
Q3 | $323K | Buy |
2,086
+222
| +12% | +$34.4K | 0.22% | 70 |
|
|
2016
Q2 | $278K | Buy |
1,864
+425
| +30% | +$63.4K | 0.2% | 69 |
|
|
2016
Q1 | $207K | Buy |
+1,439
| New | +$207K | 0.15% | 72 |
|