SWA
Strategies Wealth Advisors’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 | $664K | Sell |
10,698
-20
| -0.2% | -$1.24K | 0.07% | 80 |
|
|
2025
Q1 | $625K | Sell |
10,718
-317
| -3% | -$18.5K | 0.08% | 75 |
|
|
2024
Q4 | $708K | Sell |
11,035
-1,512
| -12% | -$96.9K | 0.09% | 65 |
|
|
2024
Q3 | $782K | Sell |
12,547
-957
| -7% | -$59.6K | 0.1% | 50 |
|
|
2024
Q2 | $790K | Sell |
13,504
-1,575
| -10% | -$92.2K | 0.12% | 47 |
|
|
2024
Q1 | $916K | Buy |
15,079
+12,142
| +413% | +$738K | 0.14% | 40 |
|
|
2023
Q4 | $814K | Buy |
2,937
+58
| +2% | +$16.1K | 0.14% | 45 |
|
|
2023
Q3 | $718K | Sell |
2,879
-198
| -6% | -$49.4K | 0.14% | 43 |
|
|
2023
Q2 | $804K | Buy |
3,077
+451
| +17% | +$118K | 0.16% | 45 |
|
|
2023
Q1 | $657K | Buy |
2,626
+66
| +3% | +$16.5K | 0.14% | 48 |
|
|
2022
Q4 | $619K | Buy |
+2,560
| New | +$619K | 0.15% | 47 |
|
|
2022
Q2 | $402K | Sell |
1,777
-1
| -0.1% | -$226 | 0.12% | 64 |
|
|
2022
Q1 | $477K | Sell |
1,778
-46
| -3% | -$12.3K | 0.13% | 55 |
|
|
2021
Q4 | $516K | Buy |
+1,824
| New | +$516K | 0.14% | 52 |
|