RWS
Resolute Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,331
| Closed | -$202K | – | 98 |
|
|
2024
Q1 | $202K | Buy |
3,331
+2,464
| +284% | +$150K | 0.12% | 92 |
|
|
2023
Q4 | $240K | Buy |
867
+3
| +0.3% | +$831 | 0.16% | 81 |
|
|
2023
Q3 | $215K | Sell |
864
-50
| -5% | -$12.5K | 0.16% | 81 |
|
|
2023
Q2 | $239K | Buy |
914
+2
| +0.2% | +$523 | 0.19% | 76 |
|
|
2023
Q1 | $228K | Buy |
+912
| New | +$228K | 0.19% | 78 |
|