SWM
Shakespeare 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 | $1.3M | Sell |
20,965
-84
| -0.4% | -$5.21K | 0.35% | 34 |
|
|
2025
Q1 | $1.23M | Sell |
21,049
-824
| -4% | -$48.1K | 0.33% | 35 |
|
|
2024
Q4 | $1.36M | Buy |
21,873
+315
| +1% | +$19.6K | 0.37% | 34 |
|
|
2024
Q3 | $1.34M | Sell |
21,558
-929
| -4% | -$57.9K | 0.35% | 32 |
|
|
2024
Q2 | $1.32M | Sell |
22,487
-64
| -0.3% | -$3.75K | 0.38% | 30 |
|
|
2024
Q1 | $1.37M | Buy |
22,551
+17,642
| +359% | +$1.07M | 0.4% | 30 |
|
|
2023
Q4 | $1.36M | Sell |
4,909
-112
| -2% | -$31K | 0.42% | 29 |
|
|
2023
Q3 | $1.25M | Sell |
5,021
-156
| -3% | -$38.9K | 0.44% | 29 |
|
|
2023
Q2 | $1.35M | Sell |
5,177
-481
| -9% | -$126K | 0.46% | 28 |
|
|
2023
Q1 | $1.42M | Sell |
5,658
-50
| -0.9% | -$12.5K | 0.5% | 26 |
|
|
2022
Q4 | $1.38M | Sell |
5,708
-118
| -2% | -$28.5K | 0.51% | 26 |
|
|
2022
Q3 | $1.28M | Buy |
+5,826
| New | +$1.28M | 0.54% | 27 |
|
|
2019
Q2 | – | Sell |
-7,602
| Closed | -$1.44M | – | 71 |
|
|
2019
Q1 | $1.44M | Sell |
7,602
-121
| -2% | -$22.9K | 1.08% | 26 |
|
|
2018
Q4 | $1.28M | Sell |
7,723
-438
| -5% | -$72.7K | 0.99% | 27 |
|
|
2018
Q3 | $1.64M | Sell |
8,161
-44
| -0.5% | -$8.86K | 1.27% | 18 |
|
|
2018
Q2 | $1.6M | Sell |
8,205
-12
| -0.1% | -$2.34K | 1.43% | 16 |
|
|
2018
Q1 | $1.54M | Sell |
8,217
-346
| -4% | -$64.9K | 1.33% | 17 |
|
|
2017
Q4 | $1.61M | Buy |
+8,563
| New | +$1.61M | 1.52% | 16 |
|