UWM
USAdvisors 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 | $4.62M | Buy |
74,499
+4,292
| +6% | +$266K | 1.72% | 18 |
|
|
2025
Q1 | $4.1M | Sell |
70,207
-8,127
| -10% | -$474K | 1.43% | 20 |
|
|
2024
Q4 | $4.88M | Sell |
78,334
-3,829
| -5% | -$239K | 1.59% | 17 |
|
|
2024
Q3 | $5.12M | Sell |
82,163
-4,019
| -5% | -$250K | 1.79% | 13 |
|
|
2024
Q2 | $5.04M | Sell |
86,182
-5,530
| -6% | -$324K | 1.77% | 14 |
|
|
2024
Q1 | $5.56M | Buy |
91,712
+72,623
| +380% | +$4.4M | 2.1% | 14 |
|
|
2023
Q4 | $5.29M | Sell |
19,089
-812
| -4% | -$225K | 2.2% | 12 |
|
|
2023
Q3 | $4.96M | Buy |
19,901
+2,445
| +14% | +$610K | 2.21% | 14 |
|
|
2023
Q2 | $4.58M | Sell |
17,456
-3,198
| -15% | -$839K | 2.17% | 13 |
|
|
2023
Q1 | $5.17M | Sell |
20,654
-1,105
| -5% | -$276K | 2.46% | 11 |
|
|
2022
Q4 | $5.26M | Buy |
21,759
+700
| +3% | +$169K | 2.54% | 10 |
|
|
2022
Q3 | $4.62M | Sell |
21,059
-246
| -1% | -$53.9K | 2.36% | 13 |
|
|
2022
Q2 | $4.82M | Buy |
+21,305
| New | +$4.82M | 2.42% | 13 |
|