MWM
Mission 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 | $7.59M | Buy |
122,365
+29,438
| +32% | +$1.83M | 0.16% | 75 |
|
|
2025
Q1 | $5.42M | Buy |
92,927
+42,536
| +84% | +$2.48M | 0.13% | 93 |
|
|
2024
Q4 | $3.14M | Buy |
50,391
+6,817
| +16% | +$425K | 0.07% | 130 |
|
|
2024
Q3 | $2.72M | Buy |
43,574
+12,286
| +39% | +$766K | 0.07% | 146 |
|
|
2024
Q2 | $1.83M | Sell |
31,288
-16,709
| -35% | -$978K | 0.05% | 173 |
|
|
2024
Q1 | $2.92M | Buy |
47,997
+41,393
| +627% | +$2.51M | 0.08% | 135 |
|
|
2023
Q4 | $1.83M | Buy |
6,604
+482
| +8% | +$134K | 0.06% | 152 |
|
|
2023
Q3 | $1.53M | Sell |
6,122
-236
| -4% | -$58.9K | 0.06% | 154 |
|
|
2023
Q2 | $1.66M | Sell |
6,358
-64
| -1% | -$16.7K | 0.06% | 146 |
|
|
2023
Q1 | $1.61M | Buy |
6,422
+15
| +0.2% | +$3.75K | 0.07% | 147 |
|
|
2022
Q4 | $1.55M | Buy |
6,407
+2,159
| +51% | +$522K | 0.07% | 138 |
|
|
2022
Q3 | $931K | Sell |
4,248
-398
| -9% | -$87.2K | 0.05% | 186 |
|
|
2022
Q2 | $1.05M | Buy |
4,646
+708
| +18% | +$160K | 0.06% | 176 |
|
|
2022
Q1 | $1.06M | Buy |
3,938
+175
| +5% | +$47K | 0.05% | 185 |
|
|
2021
Q4 | $1.07M | Buy |
3,763
+105
| +3% | +$29.7K | 0.05% | 178 |
|
|
2021
Q3 | $962K | Buy |
3,658
+336
| +10% | +$88.4K | 0.05% | 174 |
|
|
2021
Q2 | $893K | Sell |
3,322
-8
| -0.2% | -$2.15K | 0.05% | 179 |
|
|
2021
Q1 | $867K | Sell |
3,330
-143
| -4% | -$37.2K | 0.05% | 164 |
|
|
2020
Q4 | $798K | Buy |
3,473
+291
| +9% | +$66.9K | 0.05% | 162 |
|
|
2020
Q3 | $590K | Buy |
3,182
+66
| +2% | +$12.2K | 0.04% | 180 |
|
|
2020
Q2 | $554K | Sell |
3,116
-185
| -6% | -$32.9K | 0.05% | 170 |
|
|
2020
Q1 | $475K | Sell |
3,301
-241
| -7% | -$34.7K | 0.05% | 164 |
|
|
2019
Q4 | $729K | Sell |
3,542
-943
| -21% | -$194K | 0.07% | 142 |
|
|
2019
Q3 | $867K | Sell |
4,485
-233
| -5% | -$45K | 0.09% | 115 |
|
|
2019
Q2 | $916K | Buy |
4,718
+68
| +1% | +$13.2K | 0.1% | 106 |
|
|
2019
Q1 | $881K | Sell |
4,650
-469
| -9% | -$88.9K | 0.1% | 106 |
|
|
2018
Q4 | $850K | Buy |
5,119
+857
| +20% | +$142K | 0.11% | 97 |
|
|
2018
Q3 | $858K | Buy |
4,262
+611
| +17% | +$123K | 0.11% | 102 |
|
|
2018
Q2 | $711K | Buy |
3,651
+2,404
| +193% | +$468K | 0.1% | 107 |
|
|
2018
Q1 | $234K | Hold |
1,247
| – | – | 0.04% | 194 |
|
|
2017
Q4 | $237K | Buy |
+1,247
| New | +$237K | 0.04% | 188 |
|