PWM
Prosperity 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 | $397K | Sell |
6,400
-20,931
| -77% | -$1.3M | 0.15% | 147 |
|
|
2025
Q1 | $1.59M | Sell |
27,331
-7,677
| -22% | -$448K | 0.75% | 26 |
|
|
2024
Q4 | $2.18M | Buy |
35,008
+2,536
| +8% | +$158K | 0.9% | 16 |
|
|
2024
Q3 | $2.02M | Sell |
32,472
-3,557
| -10% | -$222K | 0.81% | 18 |
|
|
2024
Q2 | $2.11M | Buy |
36,029
+10,092
| +39% | +$591K | 1.04% | 12 |
|
|
2024
Q1 | $1.58M | Buy |
25,937
+24,809
| +2,199% | +$1.51M | 0.75% | 21 |
|
|
2023
Q4 | $313K | Buy |
+1,128
| New | +$313K | 0.2% | 81 |
|
|
2023
Q3 | – | Sell |
-2,389
| Closed | -$625K | – | 149 |
|
|
2023
Q2 | $625K | Sell |
2,389
-956
| -29% | -$250K | 0.4% | 33 |
|
|
2023
Q1 | $837K | Buy |
3,345
+1,329
| +66% | +$332K | 0.66% | 32 |
|
|
2022
Q4 | $488K | Buy |
+2,016
| New | +$488K | 0.46% | 44 |
|