SVWAG
Sound View Wealth Advisors Group’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 | $692K | Buy |
11,163
+644
| +6% | +$39.9K | 0.05% | 231 |
|
|
2025
Q1 | $614K | Buy |
10,519
+1,743
| +20% | +$102K | 0.05% | 231 |
|
|
2024
Q4 | $547K | Hold |
8,776
| – | – | 0.04% | 251 |
|
|
2024
Q3 | $547K | Buy |
8,776
+4,501
| +105% | +$281K | 0.04% | 243 |
|
|
2024
Q2 | $250K | Buy |
4,275
+20
| +0.5% | +$1.17K | 0.03% | 329 |
|
|
2024
Q1 | $258K | Sell |
4,255
-4,570
| -52% | -$278K | 0.03% | 326 |
|
|
2023
Q4 | $489K | Sell |
8,825
-250
| -3% | -$13.9K | 0.05% | 239 |
|
|
2023
Q3 | $453K | Buy |
9,075
+4,770
| +111% | +$238K | 0.06% | 234 |
|
|
2023
Q2 | $225K | Sell |
4,305
-205
| -5% | -$10.7K | 0.03% | 334 |
|
|
2023
Q1 | $226K | Sell |
4,510
-4,315
| -49% | -$216K | 0.03% | 333 |
|
|
2022
Q4 | $489K | Buy |
+8,825
| New | +$489K | 0.05% | 239 |
|