KSWA
Kathleen S. Wright Associates’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 | $999K | Sell |
16,103
-160
| -1% | -$9.92K | 0.39% | 51 |
|
|
2025
Q1 | $949K | Buy |
16,263
+1,668
| +11% | +$97.3K | 0.39% | 52 |
|
|
2024
Q4 | $909K | Buy |
14,595
+47
| +0.3% | +$2.93K | 0.38% | 52 |
|
|
2024
Q3 | $907K | Buy |
14,548
+50
| +0.3% | +$3.12K | 0.37% | 52 |
|
|
2024
Q2 | $848K | Sell |
14,498
-8
| -0.1% | -$468 | 0.39% | 51 |
|
|
2024
Q1 | $881K | Buy |
14,506
+11,578
| +395% | +$703K | 0.42% | 53 |
|
|
2023
Q4 | $811K | Sell |
2,928
-270
| -8% | -$74.8K | 0.41% | 53 |
|
|
2023
Q3 | $797K | Sell |
3,198
-16
| -0.5% | -$3.99K | 0.45% | 54 |
|
|
2023
Q2 | $840K | Sell |
3,214
-42
| -1% | -$11K | 0.54% | 46 |
|
|
2023
Q1 | $815K | Buy |
3,256
+19
| +0.6% | +$4.75K | 0.53% | 47 |
|
|
2022
Q4 | $783K | Buy |
3,237
+12
| +0.4% | +$2.9K | 0.53% | 46 |
|
|
2022
Q3 | $707K | Buy |
3,225
+24
| +0.7% | +$5.26K | 0.57% | 43 |
|
|
2022
Q2 | $724K | Buy |
3,201
+440
| +16% | +$99.5K | 0.61% | 41 |
|
|
2022
Q1 | $741K | Buy |
2,761
+130
| +5% | +$34.9K | 0.54% | 43 |
|
|
2021
Q4 | $745K | Buy |
+2,631
| New | +$745K | 0.55% | 46 |
|