LGWM
Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4M | Sell |
667,558
-203,398
| -23% | -$12.6M | 3.26% | 7 |
|
|
2025
Q1 | $50.8M | Buy |
+870,956
| New | +$50.8M | 4.36% | 6 |
|
|
2021
Q2 | – | Sell |
-12
| Closed | -$3K | – | 120 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 176 |
|
|
2020
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 177 |
|
|
2020
Q1 | – | Sell |
-104
| Closed | -$21K | – | 187 |
|
|
2019
Q4 | $21K | Hold |
104
| – | – | ﹤0.01% | 121 |
|
|
2019
Q3 | $20K | Hold |
104
| – | – | ﹤0.01% | 113 |
|
|
2019
Q2 | $20K | Buy |
+104
| New | +$20K | 0.01% | 139 |
|