PWM
PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,725
| Closed | -$3.15M | – | 186 |
|
|
2021
Q2 | $3.15M | Buy |
+11,725
| New | +$3.15M | 0.93% | 20 |
|
|
2020
Q1 | – | Sell |
-5,366
| Closed | -$1.1M | – | 66 |
|
|
2019
Q4 | $1.1M | Sell |
5,366
-500
| -9% | -$103K | 1.25% | 22 |
|
|
2019
Q3 | $1.13M | Sell |
5,866
-613
| -9% | -$119K | 1.38% | 21 |
|
|
2019
Q2 | $1.26M | Hold |
6,479
| – | – | 1.4% | 22 |
|
|
2019
Q1 | $1.23M | Sell |
6,479
-350
| -5% | -$66.2K | 1.14% | 22 |
|
|
2018
Q4 | $1.14M | Buy |
+6,829
| New | +$1.14M | 1.41% | 18 |
|