PPWM
PFG Private 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 | $4.19M | Buy |
67,480
+1,287
| +2% | +$79.8K | 2.16% | 15 |
|
|
2025
Q1 | $3.86M | Sell |
66,193
-12,909
| -16% | -$753K | 2.09% | 15 |
|
|
2024
Q4 | $4.93M | Buy |
79,102
+910
| +1% | +$56.7K | 2.81% | 15 |
|
|
2024
Q3 | $4.87M | Buy |
78,192
+2,402
| +3% | +$150K | 2.82% | 18 |
|
|
2024
Q2 | $4.44M | Buy |
75,790
+432
| +0.6% | +$25.3K | 2.69% | 16 |
|
|
2024
Q1 | $4.58M | Buy |
75,358
+60,161
| +396% | +$3.65M | 2.88% | 15 |
|
|
2023
Q4 | $4.21M | Buy |
15,197
+2,131
| +16% | +$591K | 2.83% | 14 |
|
|
2023
Q3 | $3.26M | Sell |
13,066
-5,498
| -30% | -$1.37M | 2.42% | 13 |
|
|
2023
Q2 | $4.85M | Buy |
18,564
+638
| +4% | +$167K | 2.86% | 13 |
|
|
2023
Q1 | $4.48M | Buy |
17,926
+410
| +2% | +$103K | 2.85% | 13 |
|
|
2022
Q4 | $4.24M | Buy |
17,516
+402
| +2% | +$97.2K | 2.63% | 13 |
|
|
2022
Q3 | $3.75M | Buy |
17,114
+776
| +5% | +$170K | 2.46% | 14 |
|
|
2022
Q2 | $3.7M | Sell |
16,338
-1,961
| -11% | -$444K | 2.07% | 19 |
|
|
2022
Q1 | $4.91M | Buy |
18,299
+573
| +3% | +$154K | 2.52% | 16 |
|
|
2021
Q4 | $5.02M | Buy |
+17,726
| New | +$5.02M | 2.59% | 14 |
|