LWMG LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.44M | Sell |
23,109
-644
| -3% | -$40.1K | 0.27% | 29 |
|
|
2024
Q2 | $1.39M | Sell |
23,753
-557
| -2% | -$32.6K | 0.29% | 30 |
|
|
2024
Q1 | $1.48M | Sell |
24,310
-2,800
| -10% | -$170K | 0.34% | 26 |
|
|
2023
Q4 | $1.5M | Sell |
27,110
-2,070
| -7% | -$115K | 0.37% | 25 |
|
|
2023
Q3 | $1.46M | Buy |
29,180
+1,215
| +4% | +$60.6K | 0.4% | 26 |
|
|
2023
Q2 | $1.46M | Sell |
27,965
-495
| -2% | -$25.9K | 0.41% | 26 |
|
|
2023
Q1 | $1.42M | Sell |
28,460
-24,990
| -47% | -$1.25M | 0.45% | 27 |
|
|
2022
Q4 | $2.59M | Buy |
+53,450
| New | +$2.59M | 0.93% | 22 |
|