NLP
Next Level Private’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 | $851K | Buy |
13,725
+160
| +1% | +$9.92K | 0.28% | 61 |
|
|
2025
Q1 | $791K | Sell |
13,565
-143
| -1% | -$8.34K | 0.29% | 61 |
|
|
2024
Q4 | $854K | Buy |
13,708
+52
| +0.4% | +$3.24K | 0.34% | 56 |
|
|
2024
Q3 | $851K | Buy |
13,656
+47
| +0.3% | +$2.93K | 0.35% | 56 |
|
|
2024
Q2 | $796K | Buy |
13,609
+34
| +0.3% | +$1.99K | 0.36% | 54 |
|
|
2024
Q1 | $825K | Buy |
13,575
+10,866
| +401% | +$660K | 0.38% | 54 |
|
|
2023
Q4 | $751K | Buy |
2,709
+11
| +0.4% | +$3.05K | 0.43% | 49 |
|
|
2023
Q3 | $664K | Buy |
2,698
+11
| +0.4% | +$2.71K | 0.44% | 50 |
|
|
2023
Q2 | $707K | Buy |
+2,687
| New | +$707K | 0.46% | 48 |
|
|
2023
Q1 | – | Sell |
-2,656
| Closed | -$659K | – | 84 |
|
|
2022
Q4 | $659K | Buy |
2,656
+101
| +4% | +$25.1K | 0.48% | 47 |
|
|
2022
Q3 | $597K | Buy |
+2,555
| New | +$597K | 0.53% | 39 |
|
|
2022
Q2 | – | Sell |
-2,708
| Closed | -$727K | – | 158 |
|
|
2022
Q1 | $727K | Buy |
2,708
+53
| +2% | +$14.2K | 0.59% | 39 |
|
|
2021
Q4 | $752K | Buy |
+2,655
| New | +$752K | 0.63% | 33 |
|