SSWM
Sheets Smith 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 | $6.65M | Buy |
107,257
+1
| +0% | +$62 | 0.78% | 30 |
|
|
2025
Q1 | $6.26M | Hold |
107,256
| – | – | 0.78% | 30 |
|
|
2024
Q4 | $6.68M | Buy |
107,256
+1
| +0% | +$62 | 0.82% | 30 |
|
|
2024
Q3 | $6.68M | Buy |
107,255
+1
| +0% | +$62 | 0.82% | 33 |
|
|
2024
Q2 | $6.28M | Sell |
107,254
-999
| -0.9% | -$58.5K | 0.75% | 32 |
|
|
2024
Q1 | $6.58M | Buy |
108,253
+86,522
| +398% | +$5.26M | 0.74% | 35 |
|
|
2023
Q4 | $6.02M | Buy |
21,731
+1
| +0% | +$277 | 0.86% | 31 |
|
|
2023
Q3 | $5.42M | Sell |
21,730
-10
| -0% | -$2.49K | 0.83% | 32 |
|
|
2023
Q2 | $5.68M | Buy |
21,740
+30
| +0.1% | +$7.85K | 0.83% | 31 |
|
|
2023
Q1 | $5.43M | Sell |
21,710
-100
| -0.5% | -$25K | 0.83% | 33 |
|
|
2022
Q4 | $5.28M | Hold |
21,810
| – | – | 0.83% | 35 |
|
|
2022
Q3 | $4.78M | Sell |
21,810
-61
| -0.3% | -$13.4K | 0.8% | 34 |
|
|
2022
Q2 | $4.95M | Buy |
21,871
+1
| +0% | +$226 | 0.81% | 32 |
|
|
2022
Q1 | $5.87M | Hold |
21,870
| – | – | 0.81% | 34 |
|
|
2021
Q4 | $6.19M | Hold |
21,870
| – | – | 0.77% | 35 |
|
|
2021
Q3 | $5.75M | Hold |
21,870
| – | – | 0.78% | 33 |
|
|
2021
Q2 | $5.88M | Buy |
21,870
+91
| +0.4% | +$24.5K | 0.79% | 32 |
|
|
2021
Q1 | $5.67M | Buy |
21,779
+38
| +0.2% | +$9.89K | 0.83% | 31 |
|
|
2020
Q4 | $5M | Hold |
21,741
| – | – | 0.76% | 36 |
|
|
2020
Q3 | $4.03M | Sell |
21,741
-7
| -0% | -$1.3K | 0.7% | 40 |
|
|
2020
Q2 | $3.87M | Sell |
21,748
-135
| -0.6% | -$24K | 0.77% | 36 |
|
|
2020
Q1 | $3.15M | Buy |
21,883
+11
| +0.1% | +$1.58K | 0.66% | 36 |
|
|
2019
Q4 | $4.5M | Sell |
21,872
-9
| -0% | -$1.85K | 0.86% | 32 |
|
|
2019
Q3 | $4.23M | Hold |
21,881
| – | – | 0.87% | 31 |
|
|
2019
Q2 | $4.25M | Buy |
21,881
+52
| +0.2% | +$10.1K | 0.87% | 26 |
|
|
2019
Q1 | $4.13M | Buy |
21,829
+41
| +0.2% | +$7.77K | 0.89% | 26 |
|
|
2018
Q4 | $3.62M | Sell |
21,788
-100
| -0.5% | -$16.6K | 0.97% | 24 |
|
|
2018
Q3 | $4.41M | Buy |
21,888
+80
| +0.4% | +$16.1K | 0.91% | 25 |
|
|
2018
Q2 | $4.25M | Buy |
21,808
+375
| +2% | +$73K | 0.99% | 23 |
|
|
2018
Q1 | $4.02M | Hold |
21,433
| – | – | 0.97% | 25 |
|
|
2017
Q4 | $4.07M | Buy |
21,433
+228
| +1% | +$43.3K | 0.96% | 25 |
|
|
2017
Q3 | $3.79M | Buy |
21,205
+45
| +0.2% | +$8.05K | 0.96% | 22 |
|
|
2017
Q2 | $3.68M | Hold |
21,160
| – | – | 0.97% | 20 |
|
|
2017
Q1 | $3.62M | Hold |
21,160
| – | – | 0.96% | 21 |
|
|
2016
Q4 | $3.5M | Hold |
21,160
| – | – | 0.98% | 23 |
|
|
2016
Q3 | $3.27M | Hold |
21,160
| – | – | 0.92% | 22 |
|
|
2016
Q2 | $3.16M | Hold |
21,160
| – | – | 0.92% | 23 |
|
|
2016
Q1 | $3.05M | Hold |
21,160
| – | – | 0.94% | 24 |
|
|
2015
Q4 | $2.95M | Hold |
21,160
| – | – | 0.89% | 26 |
|
|
2015
Q3 | $2.89M | Hold |
21,160
| – | – | 0.98% | 25 |
|
|
2015
Q2 | $3.17M | Hold |
21,160
| – | – | 0.87% | 27 |
|
|
2015
Q1 | $3.22M | Hold |
21,160
| – | – | 0.89% | 27 |
|
|
2014
Q4 | $3.06M | Hold |
21,160
| – | – | 0.8% | 36 |
|
|
2014
Q3 | $2.89M | Hold |
21,160
| – | – | 0.79% | 42 |
|
|
2014
Q2 | $3.03M | Hold |
21,160
| – | – | 0.81% | 39 |
|
|
2014
Q1 | $2.91M | Hold |
21,160
| – | – | 0.81% | 35 |
|
|
2013
Q4 | $2.83M | Sell |
21,160
-2,328
| -10% | -$311K | 0.78% | 38 |
|
|
2013
Q3 | $2.92M | Buy |
23,488
+799
| +4% | +$99.2K | 0.95% | 27 |
|
|
2013
Q2 | $2.62M | Buy |
+22,689
| New | +$2.62M | 0.89% | 32 |
|