SWM
Spire 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 | $9.29M | Sell |
152,841
-45,929
| -23% | -$2.79M | 0.33% | 60 |
|
|
2025
Q1 | $11.6M | Sell |
198,770
-39,563
| -17% | -$2.31M | 0.37% | 57 |
|
|
2024
Q4 | $14.9M | Sell |
238,333
-235,909
| -50% | -$14.7M | 0.46% | 47 |
|
|
2024
Q3 | $29.6M | Sell |
474,242
-15,808
| -3% | -$985K | 1% | 16 |
|
|
2024
Q2 | $28.5M | Sell |
490,050
-21,379
| -4% | -$1.24M | 1.01% | 15 |
|
|
2024
Q1 | $191M | Buy |
511,429
+409,419
| +401% | +$153M | 3.47% | 2 |
|
|
2023
Q4 | $27.9M | Sell |
102,010
-11,839
| -10% | -$3.23M | 0.92% | 15 |
|
|
2023
Q3 | $28.4M | Buy |
113,849
+9,765
| +9% | +$2.43M | 1.08% | 15 |
|
|
2023
Q2 | $27.2M | Buy |
104,084
+6,068
| +6% | +$1.59M | 1% | 19 |
|
|
2023
Q1 | $24.5M | Buy |
98,016
+32,152
| +49% | +$8.04M | 0.95% | 18 |
|
|
2022
Q4 | $15.9M | Sell |
65,864
-10,205
| -13% | -$2.47M | 0.9% | 24 |
|
|
2022
Q3 | $16.6M | Sell |
76,069
-32,346
| -30% | -$7.04M | 1.01% | 23 |
|
|
2022
Q2 | $24.5M | Sell |
108,415
-69,339
| -39% | -$15.7M | 1.01% | 13 |
|
|
2022
Q1 | $47.8M | Buy |
177,754
+6,419
| +4% | +$1.72M | 1.28% | 9 |
|
|
2021
Q4 | $48.5M | Buy |
171,335
+1,650
| +1% | +$467K | 1.08% | 9 |
|
|
2021
Q3 | $44.5M | Buy |
169,685
+9,609
| +6% | +$2.52M | 1.18% | 8 |
|
|
2021
Q2 | $43.3M | Buy |
160,076
+29,757
| +23% | +$8.05M | 1.17% | 8 |
|
|
2021
Q1 | $33.8M | Buy |
+130,319
| New | +$33.8M | 0.9% | 15 |
|