SWMG LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
13,635
+1,183
| +10% | +$76K | 0.29% | 48 |
|
|
2025
Q1 | $705K | Sell |
12,452
-816
| -6% | -$46.2K | 0.28% | 49 |
|
|
2024
Q4 | $869K | Buy |
13,268
+2,849
| +27% | +$187K | 0.35% | 41 |
|
|
2024
Q3 | $682K | Buy |
10,419
+1,121
| +12% | +$73.4K | 0.28% | 57 |
|
|
2024
Q2 | $544K | Buy |
9,298
+1,065
| +13% | +$62.3K | 0.24% | 53 |
|
|
2024
Q1 | $500K | Sell |
8,233
-257
| -3% | -$15.6K | 0.23% | 59 |
|
|
2023
Q4 | $471K | Sell |
8,490
-21,250
| -71% | -$1.18M | 0.22% | 61 |
|
|
2023
Q3 | $1.48M | Buy |
29,740
+25,640
| +625% | +$1.28M | 0.78% | 23 |
|
|
2023
Q2 | $214K | Buy |
+4,100
| New | +$214K | 0.11% | 89 |
|