LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.39M | Buy |
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|
2023
Q3 | $7.13M | Sell |
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|
2023
Q2 | $7.52M | Sell |
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|
2023
Q1 | $7.68M | Buy |
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|
2022
Q4 | $7.35M | Buy |
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|
2022
Q3 | $6.54M | Buy |
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|
2022
Q2 | $6.55M | Sell |
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|
2022
Q1 | $7.89M | Buy |
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|
2021
Q4 | $8.13M | Buy |
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|
2021
Q3 | $7.55M | Buy |
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|
2021
Q2 | $7.42M | Sell |
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|
2021
Q1 | $8.7M | Sell |
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|
2020
Q4 | $10.3M | Sell |
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|
2020
Q3 | $9.48M | Sell |
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|
2020
Q2 | $9.47M | Buy |
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|
2020
Q1 | $6.52M | Sell |
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|
2019
Q4 | $10.9M | Buy |
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