PSIWM
Paradigm Strategies in 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 | $214K | Buy |
3,450
+11
| +0.3% | +$682 | 0.14% | 52 |
|
|
2025
Q1 | $201K | Buy |
3,439
+8
| +0.2% | +$467 | 0.14% | 52 |
|
|
2024
Q4 | $214K | Sell |
3,431
-160
| -4% | -$9.97K | 0.14% | 48 |
|
|
2024
Q3 | $224K | Buy |
3,591
+12
| +0.3% | +$748 | 0.14% | 49 |
|
|
2024
Q2 | $209K | Buy |
3,579
+9
| +0.3% | +$527 | 0.13% | 49 |
|
|
2024
Q1 | $217K | Buy |
+3,570
| New | +$217K | 0.13% | 48 |
|
|
2022
Q4 | – | Sell |
-961
| Closed | -$211K | – | 39 |
|
|
2022
Q3 | $211K | Hold |
961
| – | – | 0.19% | 38 |
|
|
2022
Q2 | $217K | Buy |
+961
| New | +$217K | 0.24% | 36 |
|
|
2022
Q1 | – | Sell |
-717
| Closed | -$203K | – | 48 |
|
|
2021
Q4 | $203K | Buy |
+717
| New | +$203K | 0.21% | 46 |
|
|
2021
Q3 | – | Sell |
-713
| Closed | -$192K | – | 123 |
|
|
2021
Q2 | $192K | Buy |
713
+3
| +0.4% | +$808 | 0.17% | 45 |
|
|
2021
Q1 | $185K | Buy |
+710
| New | +$185K | 0.18% | 43 |
|