LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $13.5M | Buy |
78,805
+530
| +0.7% | +$90.7K | 7.1% | 4 |
|
|
2016
Q4 | $12.9M | Buy |
78,275
+1,944
| +3% | +$321K | 7.09% | 4 |
|
|
2016
Q3 | $11.8M | Buy |
76,331
+2,323
| +3% | +$359K | 6.66% | 4 |
|
|
2016
Q2 | $11.1M | Buy |
74,008
+4,407
| +6% | +$658K | 6.21% | 4 |
|
|
2016
Q1 | $10M | Buy |
69,601
+2,280
| +3% | +$329K | 5.8% | 4 |
|
|
2015
Q4 | $9.38M | Buy |
67,321
+11,052
| +20% | +$1.54M | 5.4% | 4 |
|
|
2015
Q3 | $7.69M | Buy |
56,269
+5,822
| +12% | +$795K | 4.85% | 5 |
|
|
2015
Q2 | $7.57M | Buy |
50,447
+7,374
| +17% | +$1.11M | 4.75% | 5 |
|
|
2015
Q1 | $6.55M | Buy |
43,073
+12,623
| +41% | +$1.92M | 4.13% | 5 |
|
|
2014
Q4 | $4.41M | Buy |
30,450
+11,510
| +61% | +$1.67M | 2.92% | 7 |
|
|
2014
Q3 | $2.59M | Buy |
18,940
+1,730
| +10% | +$237K | 1.8% | 9 |
|
|
2014
Q2 | $2.46M | Buy |
17,210
+1,540
| +10% | +$220K | 2.01% | 7 |
|
|
2014
Q1 | $2.15M | Buy |
15,670
+180
| +1% | +$24.7K | 1.76% | 8 |
|
|
2013
Q4 | $2.07M | Buy |
+15,490
| New | +$2.07M | 1.71% | 10 |
|