LWL
Leo Wealth LLC’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 | $2.06M | Buy |
33,162
+2,771
| +9% | +$172K | 0.16% | 115 |
|
|
2025
Q1 | $1.77M | Sell |
30,391
-3,289
| -10% | -$192K | 0.25% | 75 |
|
|
2024
Q4 | $2.1M | Buy |
33,680
+1,584
| +5% | +$98.7K | 0.19% | 95 |
|
|
2024
Q3 | $2M | Sell |
32,096
-366
| -1% | -$22.8K | 0.18% | 93 |
|
|
2024
Q2 | $1.9M | Sell |
32,462
-1,504
| -4% | -$87.9K | 0.19% | 95 |
|
|
2024
Q1 | $2.06M | Buy |
33,966
+23,043
| +211% | +$1.4M | 0.21% | 84 |
|
|
2023
Q4 | $1.96M | Buy |
+10,923
| New | +$1.96M | 0.2% | 84 |
|