RWM
RKL 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 | $77.8M | Buy |
1,253,707
+10,777
| +0.9% | +$668K | 6.83% | 3 |
|
|
2025
Q1 | $72.5M | Buy |
1,242,930
+82,081
| +7% | +$4.79M | 6.83% | 3 |
|
|
2024
Q4 | $72.3M | Buy |
1,160,849
+30,756
| +3% | +$1.92M | 6.44% | 4 |
|
|
2024
Q3 | $70.4M | Buy |
1,130,093
+41,133
| +4% | +$2.56M | 6.37% | 4 |
|
|
2024
Q2 | $63.7M | Buy |
1,088,960
+46,118
| +4% | +$2.7M | 6.14% | 4 |
|
|
2024
Q1 | $63.3M | Buy |
1,042,842
+850,652
| +443% | +$51.7M | 6.28% | 4 |
|
|
2023
Q4 | $53.3M | Buy |
192,190
+12,747
| +7% | +$3.53M | 5.76% | 4 |
|
|
2023
Q3 | $44.7M | Buy |
179,443
+4,981
| +3% | +$1.24M | 5.47% | 4 |
|
|
2023
Q2 | $45.6M | Buy |
174,462
+6,378
| +4% | +$1.67M | 5.4% | 4 |
|
|
2023
Q1 | $42M | Buy |
168,084
+2,387
| +1% | +$597K | 5.31% | 4 |
|
|
2022
Q4 | $40.1M | Buy |
165,697
+6,635
| +4% | +$1.6M | 5.36% | 4 |
|
|
2022
Q3 | $34.9M | Buy |
159,062
+8,255
| +5% | +$1.81M | 5.02% | 4 |
|
|
2022
Q2 | $34.1M | Buy |
150,807
+3,717
| +3% | +$841K | 4.68% | 5 |
|
|
2022
Q1 | $39.5M | Buy |
147,090
+7,127
| +5% | +$1.91M | 4.74% | 5 |
|
|
2021
Q4 | $39.6M | Buy |
139,963
+6,647
| +5% | +$1.88M | 4.7% | 5 |
|
|
2021
Q3 | $35.1M | Buy |
133,316
+3,133
| +2% | +$824K | 4.45% | 5 |
|
|
2021
Q2 | $35M | Buy |
130,183
+1,958
| +2% | +$526K | 4.41% | 5 |
|
|
2021
Q1 | $33.4M | Sell |
128,225
-1,225
| -0.9% | -$319K | 4.47% | 5 |
|
|
2020
Q4 | $29.8M | Buy |
129,450
+1,624
| +1% | +$373K | 4.15% | 5 |
|
|
2020
Q3 | $23.7M | Buy |
127,826
+3,465
| +3% | +$642K | 3.77% | 5 |
|
|
2020
Q2 | $22.1M | Buy |
124,361
+22,443
| +22% | +$3.99M | 3.79% | 5 |
|
|
2020
Q1 | $14.7M | Buy |
101,918
+34,457
| +51% | +$4.96M | 3.07% | 7 |
|
|
2019
Q4 | $13.9M | Sell |
67,461
-212
| -0.3% | -$43.6K | 2.49% | 9 |
|
|
2019
Q3 | $13.1M | Buy |
67,673
+2,232
| +3% | +$431K | 2.49% | 9 |
|
|
2019
Q2 | $12.7M | Buy |
65,441
+9,234
| +16% | +$1.79M | 2.34% | 9 |
|
|
2019
Q1 | $10.6M | Buy |
56,207
+8,675
| +18% | +$1.64M | 2.08% | 11 |
|
|
2018
Q4 | $7.89M | Buy |
47,532
+11,441
| +32% | +$1.9M | 1.82% | 13 |
|
|
2018
Q3 | $7.26M | Buy |
36,091
+4,362
| +14% | +$878K | 1.54% | 17 |
|
|
2018
Q2 | $6.18M | Buy |
31,729
+3,759
| +13% | +$732K | 1.4% | 19 |
|
|
2018
Q1 | $5.25M | Buy |
27,970
+15,651
| +127% | +$2.94M | 1.24% | 22 |
|
|
2017
Q4 | $2.34M | Buy |
+12,319
| New | +$2.34M | 0.58% | 43 |
|