MAWCM
Mine & Arao Wealth Creation & 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 | $1.62M | Buy |
26,103
+181
| +0.7% | +$11.2K | 0.72% | 21 |
|
|
2025
Q1 | $1.51M | Sell |
25,922
-22
| -0.1% | -$1.28K | 0.74% | 20 |
|
|
2024
Q4 | $1.62M | Sell |
25,944
-142
| -0.5% | -$8.85K | 0.74% | 20 |
|
|
2024
Q3 | $1.63M | Buy |
26,086
+61
| +0.2% | +$3.8K | 0.75% | 20 |
|
|
2024
Q2 | $1.52M | Sell |
26,025
-253
| -1% | -$14.8K | 0.74% | 20 |
|
|
2024
Q1 | $1.6M | Buy |
26,278
+20,779
| +378% | +$1.26M | 0.79% | 20 |
|
|
2023
Q4 | $1.52M | Buy |
5,499
+10
| +0.2% | +$2.77K | 0.82% | 19 |
|
|
2023
Q3 | $1.37M | Sell |
5,489
-45
| -0.8% | -$11.2K | 0.83% | 19 |
|
|
2023
Q2 | $1.45M | Buy |
5,534
+87
| +2% | +$22.7K | 0.85% | 18 |
|
|
2023
Q1 | $1.36M | Buy |
5,447
+123
| +2% | +$30.8K | 0.87% | 17 |
|
|
2022
Q4 | $1.29M | Sell |
5,324
-40
| -0.7% | -$9.68K | 0.95% | 16 |
|
|
2022
Q3 | $1.18M | Hold |
5,364
| – | – | 0.87% | 17 |
|
|
2022
Q2 | $1.21M | Buy |
5,364
+114
| +2% | +$25.8K | 0.85% | 18 |
|
|
2022
Q1 | $1.41M | Buy |
5,250
+53
| +1% | +$14.2K | 0.83% | 19 |
|
|
2021
Q4 | $1.47M | Buy |
5,197
+21
| +0.4% | +$5.94K | 0.81% | 18 |
|
|
2021
Q3 | $1.36M | Sell |
5,176
-80
| -2% | -$21.1K | 0.82% | 19 |
|
|
2021
Q2 | $1.41M | Buy |
5,256
+92
| +2% | +$24.7K | 0.85% | 19 |
|
|
2021
Q1 | $1.34M | Hold |
5,164
| – | – | 0.9% | 17 |
|
|
2020
Q4 | $1.19M | Sell |
5,164
-58
| -1% | -$13.3K | 0.85% | 16 |
|
|
2020
Q3 | $968K | Sell |
5,222
-1,292
| -20% | -$239K | 0.8% | 15 |
|
|
2020
Q2 | $1.23M | Sell |
6,514
-28
| -0.4% | -$5.28K | 1.15% | 13 |
|
|
2020
Q1 | $993K | Sell |
6,542
-51
| -0.8% | -$7.74K | 1.15% | 12 |
|
|
2019
Q4 | $1.41M | Buy |
+6,593
| New | +$1.41M | 1.32% | 12 |
|