SWP
Summit Wealth Partners’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 | $4.26M | Sell |
68,747
-2,703
| -4% | -$168K | 0.81% | 33 |
|
|
2025
Q1 | $4.17M | Buy |
71,450
+154
| +0.2% | +$8.99K | 0.85% | 29 |
|
|
2024
Q4 | $4.44M | Sell |
71,296
-2,906
| -4% | -$181K | 0.91% | 27 |
|
|
2024
Q3 | $4.62M | Buy |
74,202
+318
| +0.4% | +$19.8K | 0.89% | 26 |
|
|
2024
Q2 | $4.32M | Buy |
73,884
+1,662
| +2% | +$97.3K | 0.9% | 28 |
|
|
2024
Q1 | $4.39M | Buy |
72,222
+58,989
| +446% | +$3.58M | 0.94% | 27 |
|
|
2023
Q4 | $3.67M | Buy |
13,233
+1,089
| +9% | +$302K | 0.85% | 29 |
|
|
2023
Q3 | $3.03M | Buy |
12,144
+237
| +2% | +$59.1K | 0.77% | 30 |
|
|
2023
Q2 | $3.11M | Buy |
11,907
+117
| +1% | +$30.6K | 0.78% | 31 |
|
|
2023
Q1 | $2.95M | Buy |
11,790
+96
| +0.8% | +$24K | 0.76% | 32 |
|
|
2022
Q4 | $2.83M | Sell |
11,694
-166
| -1% | -$40.2K | 0.75% | 31 |
|
|
2022
Q3 | $2.6M | Sell |
11,860
-582
| -5% | -$128K | 0.73% | 35 |
|
|
2022
Q2 | $2.81M | Sell |
12,442
-1,713
| -12% | -$388K | 0.75% | 31 |
|
|
2022
Q1 | $3.8M | Buy |
14,155
+322
| +2% | +$86.4K | 0.86% | 28 |
|
|
2021
Q4 | $3.92M | Buy |
13,833
+975
| +8% | +$276K | 0.84% | 27 |
|
|
2021
Q3 | $3.38M | Sell |
12,858
-145
| -1% | -$38.1K | 0.8% | 27 |
|
|
2021
Q2 | $3.49M | Buy |
13,003
+510
| +4% | +$137K | 0.83% | 28 |
|
|
2021
Q1 | $3.25M | Sell |
12,493
-297
| -2% | -$77.3K | 0.83% | 29 |
|
|
2020
Q4 | $2.94M | Sell |
12,790
-2,238
| -15% | -$514K | 0.8% | 29 |
|
|
2020
Q3 | $2.78M | Buy |
15,028
+525
| +4% | +$97.3K | 0.84% | 28 |
|
|
2020
Q2 | $2.58M | Buy |
14,503
+6,876
| +90% | +$1.22M | 0.83% | 29 |
|
|
2020
Q1 | $1.1M | Buy |
7,627
+705
| +10% | +$101K | 0.45% | 39 |
|
|
2019
Q4 | $1.42M | Buy |
+6,922
| New | +$1.42M | 0.49% | 35 |
|