TVWM
Tower View 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 | – | Sell |
-74
| Closed | -$4.31K | – | 194 |
|
|
2025
Q1 | $4.31K | Hold |
74
| – | – | ﹤0.01% | 162 |
|
|
2024
Q4 | $4.59K | Buy |
74
+1
| +1% | +$62 | ﹤0.01% | 157 |
|
|
2024
Q3 | $4.57K | Hold |
73
| – | – | ﹤0.01% | 164 |
|
|
2024
Q2 | $4.28K | Hold |
73
| – | – | ﹤0.01% | 160 |
|
|
2024
Q1 | $4.43K | Buy |
73
+58
| +387% | +$3.52K | ﹤0.01% | 165 |
|
|
2023
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 158 |
|
|
2023
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 151 |
|
|
2023
Q2 | $4K | Buy |
15
+1
| +7% | +$267 | ﹤0.01% | 158 |
|
|
2023
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 136 |
|
|
2022
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 147 |
|
|
2022
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 149 |
|
|
2022
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 144 |
|
|
2022
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 169 |
|
|
2021
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 176 |
|
|
2021
Q3 | $4K | Hold |
14
| – | – | ﹤0.01% | 206 |
|
|
2021
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 158 |
|
|
2021
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 170 |
|
|
2020
Q4 | $3K | Buy |
14
+3
| +27% | +$643 | ﹤0.01% | 163 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 149 |
|
|
2020
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 145 |
|