NEWAS
N.E.W. Advisory Services’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 | $171K | Sell |
2,755
-520
| -16% | -$32.3K | 0.02% | 196 |
|
|
2025
Q1 | $191K | Buy |
+3,275
| New | +$191K | 0.01% | 209 |
|
|
2023
Q2 | – | Sell |
-983
| Closed | -$246K | – | 136 |
|
|
2023
Q1 | $246K | Hold |
983
| – | – | 0.04% | 116 |
|
|
2022
Q4 | $238K | Sell |
983
-404
| -29% | -$97.7K | 0.04% | 116 |
|
|
2022
Q3 | $304K | Sell |
1,387
-11
| -0.8% | -$2.41K | 0.06% | 99 |
|
|
2022
Q2 | $316K | Sell |
1,398
-2,218
| -61% | -$501K | 0.06% | 96 |
|
|
2022
Q1 | $943K | Buy |
3,616
+1,753
| +94% | +$457K | 0.18% | 57 |
|
|
2021
Q4 | $527K | Sell |
1,863
-647
| -26% | -$183K | 0.08% | 80 |
|
|
2021
Q3 | $660K | Sell |
2,510
-430
| -15% | -$113K | 0.11% | 72 |
|
|
2021
Q2 | $788K | Sell |
2,940
-676
| -19% | -$181K | 0.13% | 68 |
|
|
2021
Q1 | $956K | Sell |
3,616
-1,090
| -23% | -$288K | 0.18% | 56 |
|
|
2020
Q4 | $1.08M | Buy |
+4,706
| New | +$1.08M | 0.23% | 52 |
|