W Advisors LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $496K | Buy |
|