MW
MBL Wealth’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 | $50.9M | Buy |
820,549
+47,229
| +6% | +$2.93M | 4.87% | 3 |
|
|
2025
Q1 | $45.1M | Buy |
773,320
+17,193
| +2% | +$1M | 4.56% | 3 |
|
|
2024
Q4 | $47.1M | Buy |
756,127
+14,155
| +2% | +$882K | 4.73% | 3 |
|
|
2024
Q3 | $46.2M | Buy |
741,972
+8,137
| +1% | +$507K | 4.97% | 3 |
|
|
2024
Q2 | $42.9M | Buy |
733,835
+32,442
| +5% | +$1.9M | 4.79% | 3 |
|
|
2024
Q1 | $42.6M | Buy |
701,393
+561,869
| +403% | +$34.1M | 4.83% | 3 |
|
|
2023
Q4 | $38.7M | Sell |
139,524
-710
| -0.5% | -$197K | 4.84% | 3 |
|
|
2023
Q3 | $35M | Buy |
140,234
+4,588
| +3% | +$1.14M | 4.92% | 3 |
|
|
2023
Q2 | $35.5M | Buy |
135,646
+2,470
| +2% | +$646K | 5% | 3 |
|
|
2023
Q1 | $33.3M | Buy |
133,176
+6,658
| +5% | +$1.67M | 5.21% | 3 |
|
|
2022
Q4 | $30.6M | Buy |
126,518
+8,284
| +7% | +$2M | 5.85% | 3 |
|
|
2022
Q3 | $25.9M | Buy |
118,234
+11,698
| +11% | +$2.56M | 5.59% | 3 |
|
|
2022
Q2 | $24.1M | Buy |
106,536
+12,390
| +13% | +$2.8M | 6.01% | 2 |
|
|
2022
Q1 | $25.3M | Buy |
+94,146
| New | +$25.3M | 6.16% | 2 |
|
|
2021
Q3 | $16.9M | Buy |
+64,364
| New | +$16.9M | 5.86% | 2 |
|
|
2021
Q1 | $12.1M | Buy |
46,469
+2,561
| +6% | +$667K | 4.22% | 3 |
|
|
2020
Q4 | $10.1M | Buy |
+43,908
| New | +$10.1M | 4% | 6 |
|