MSWM
McGlone Suttner 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 | $3.67M | Sell |
59,210
-1,171
| -2% | -$72.6K | 0.55% | 21 |
|
|
2025
Q1 | $3.52M | Buy |
60,381
+1,931
| +3% | +$113K | 0.58% | 19 |
|
|
2024
Q4 | $3.64M | Buy |
58,450
+8,337
| +17% | +$519K | 0.61% | 20 |
|
|
2024
Q3 | $3.12M | Buy |
50,113
+37,473
| +296% | +$2.34M | 0.65% | 20 |
|
|
2024
Q2 | $3.5M | Sell |
12,640
-47,490
| -79% | -$13.2M | 0.72% | 19 |
|
|
2024
Q1 | $3.65M | Buy |
60,130
+47,490
| +376% | +$2.88M | 0.69% | 18 |
|
|
2023
Q4 | $3.5M | Sell |
12,640
-139
| -1% | -$38.5K | 0.69% | 19 |
|
|
2023
Q3 | $3.19M | Sell |
12,779
-1,196
| -9% | -$298K | 0.74% | 18 |
|
|
2023
Q2 | $3.65M | Sell |
13,975
-71
| -0.5% | -$18.6K | 0.83% | 18 |
|
|
2023
Q1 | $3.51M | Sell |
14,046
-191
| -1% | -$47.8K | 0.9% | 17 |
|
|
2022
Q4 | $3.44M | Buy |
+14,237
| New | +$3.44M | 1.09% | 15 |
|