MWP
Moller Wealth Partners’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 | $4.17M | Buy |
67,205
+3,351
| +5% | +$208K | 0.92% | 25 |
|
|
2025
Q1 | $3.73M | Hold |
63,854
| – | – | 0.92% | 25 |
|
|
2024
Q4 | $3.98M | Sell |
63,854
-2,770
| -4% | -$173K | 1.05% | 24 |
|
|
2024
Q3 | $4.15M | Hold |
66,624
| – | – | 1.04% | 24 |
|
|
2024
Q2 | $3.9M | Hold |
66,624
| – | – | 1.04% | 24 |
|
|
2024
Q1 | $4.05M | Buy |
66,624
+53,299
| +400% | +$3.24M | 1.1% | 24 |
|
|
2023
Q4 | $3.69M | Hold |
13,325
| – | – | 1.04% | 24 |
|
|
2023
Q3 | $3.32M | Hold |
13,325
| – | – | 1.06% | 24 |
|
|
2023
Q2 | $3.48M | Hold |
13,325
| – | – | 1.06% | 24 |
|
|
2023
Q1 | $3.33M | Sell |
13,325
-600
| -4% | -$150K | 1.03% | 24 |
|
|
2022
Q4 | $3.37M | Sell |
13,925
-100
| -0.7% | -$24.2K | 1.08% | 24 |
|
|
2022
Q3 | $3.08M | Hold |
14,025
| – | – | 1.11% | 23 |
|
|
2022
Q2 | $3.17M | Hold |
14,025
| – | – | 1.08% | 24 |
|
|
2022
Q1 | $3.76M | Hold |
14,025
| – | – | 1.17% | 23 |
|
|
2021
Q4 | $3.97M | Sell |
14,025
-54
| -0.4% | -$15.3K | 1.27% | 22 |
|
|
2021
Q3 | $3.7M | Hold |
14,079
| – | – | 1.22% | 22 |
|
|
2021
Q2 | $3.78M | Hold |
14,079
| – | – | 1.24% | 22 |
|
|
2021
Q1 | $3.66M | Hold |
14,079
| – | – | 1.28% | 22 |
|
|
2020
Q4 | $3.24M | Hold |
14,079
| – | – | 1.34% | 22 |
|
|
2020
Q3 | $2.61M | Hold |
14,079
| – | – | 1.17% | 23 |
|
|
2020
Q2 | $2.5M | Sell |
14,079
-1,417
| -9% | -$252K | 1.09% | 24 |
|
|
2020
Q1 | $2.23M | Buy |
15,496
+2,549
| +20% | +$367K | 1.15% | 20 |
|
|
2019
Q4 | $2.67M | Buy |
12,947
+1,193
| +10% | +$246K | 1.18% | 17 |
|
|
2019
Q3 | $2.27M | Hold |
11,754
| – | – | 1.1% | 17 |
|
|
2019
Q2 | $2.28M | Hold |
11,754
| – | – | 1.17% | 17 |
|
|
2019
Q1 | $2.23M | Hold |
11,754
| – | – | 1% | 18 |
|
|
2018
Q4 | $2.06M | Sell |
11,754
-73
| -0.6% | -$12.8K | 1.34% | 16 |
|
|
2018
Q3 | $2.38M | Hold |
11,827
| – | – | 1.04% | 15 |
|
|
2018
Q2 | $2.3M | Hold |
11,827
| – | – | 0.89% | 18 |
|
|
2018
Q1 | $2.22M | Hold |
11,827
| – | – | 0.96% | 17 |
|
|
2017
Q4 | $2.24M | Hold |
11,827
| – | – | 0.85% | 17 |
|
|
2017
Q3 | $2.12M | Hold |
11,827
| – | – | 0.81% | 17 |
|
|
2017
Q2 | $2.06M | Hold |
11,827
| – | – | 0.87% | 17 |
|
|
2017
Q1 | $2.03M | Buy |
11,827
+73
| +0.6% | +$12.5K | 0.89% | 18 |
|
|
2016
Q4 | $1.94M | Hold |
11,754
| – | – | 0.96% | 16 |
|
|
2016
Q3 | $1.82M | Hold |
11,754
| – | – | 0.84% | 18 |
|
|
2016
Q2 | $1.76M | Hold |
11,754
| – | – | 0.86% | 18 |
|
|
2016
Q1 | $1.7M | Hold |
11,754
| – | – | 1% | 17 |
|
|
2015
Q4 | $1.64M | Hold |
11,754
| – | – | 0.9% | 18 |
|
|
2015
Q3 | $1.61M | Hold |
11,754
| – | – | 1.49% | 14 |
|
|
2015
Q2 | $1.76M | Hold |
11,754
| – | – | 0.8% | 17 |
|
|
2015
Q1 | $1.79M | Hold |
11,754
| – | – | 0.82% | 15 |
|
|
2014
Q4 | $1.7M | Hold |
11,754
| – | – | 0.84% | 17 |
|
|
2014
Q3 | $1.61M | Buy |
11,754
+1,465
| +14% | +$200K | 0.76% | 19 |
|
|
2014
Q2 | $1.47M | Hold |
10,289
| – | – | 0.67% | 20 |
|
|
2014
Q1 | $1.41M | Hold |
10,289
| – | – | 0.72% | 22 |
|
|
2013
Q4 | $1.38M | Hold |
10,289
| – | – | 0.74% | 22 |
|
|
2013
Q3 | $1.28M | Hold |
10,289
| – | – | 0.8% | 24 |
|
|
2013
Q2 | $1.19M | Buy |
+10,289
| New | +$1.19M | 0.87% | 22 |
|