KWMG LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $724K | Sell |
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|
2025
Q2 | $704K | Hold |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $705K | Sell |
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|
2024
Q3 | $706K | Sell |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $729K | Sell |
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|
2023
Q2 | $899K | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $895K | Sell |
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|
2019
Q4 | $1.55M | Buy |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.51M | Sell |
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|
2019
Q1 | $1.51M | Sell |
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|
2018
Q4 | $1.86M | Buy |
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|
2018
Q3 | $1.81M | Sell |
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|
2018
Q2 | $1.79M | Sell |
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|
2018
Q1 | $1.75M | Buy |
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|
2017
Q4 | $707K | Sell |
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|
2017
Q3 | $672K | Sell |
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|
2017
Q2 | $658K | Sell |
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|
2017
Q1 | $648K | Sell |
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|
2016
Q4 | $647K | Sell |
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|
2016
Q3 | $608K | Sell |
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|
2016
Q2 | $631K | Hold |
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|
2016
Q1 | $609K | Sell |
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|
2015
Q4 | $595K | Sell |
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|
2015
Q3 | $605K | Buy |
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|
2015
Q2 | $657K | Buy |
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|
2015
Q1 | $608K | Buy |
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|
2014
Q4 | $550K | Buy |
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