WG
Watchman Group’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 | $7.32M | Buy |
118,062
+3,686
| +3% | +$229K | 1.91% | 13 |
|
|
2025
Q1 | $6.67M | Sell |
114,376
-3,702
| -3% | -$216K | 1.87% | 13 |
|
|
2024
Q4 | $7.36M | Sell |
118,078
-1,374
| -1% | -$85.6K | 1.93% | 10 |
|
|
2024
Q3 | $7.44M | Buy |
119,452
+41,377
| +53% | +$2.58M | 1.94% | 12 |
|
|
2024
Q2 | $4.57M | Sell |
78,075
-789
| -1% | -$46.2K | 1.46% | 20 |
|
|
2024
Q1 | $4.79M | Buy |
78,864
+63,994
| +430% | +$3.89M | 1.45% | 18 |
|
|
2023
Q4 | $4.12M | Sell |
14,870
-645
| -4% | -$179K | 1.36% | 25 |
|
|
2023
Q3 | $3.87M | Buy |
15,515
+4
| +0% | +$997 | 1.64% | 18 |
|
|
2023
Q2 | $4.06M | Sell |
15,511
-2,608
| -14% | -$682K | 2.01% | 15 |
|
|
2023
Q1 | $4.53M | Sell |
18,119
-1,386
| -7% | -$347K | 2.36% | 8 |
|
|
2022
Q4 | $4.72M | Buy |
19,505
+13,002
| +200% | +$3.15M | 2.61% | 6 |
|
|
2022
Q3 | $1.43M | Buy |
+6,503
| New | +$1.43M | 0.9% | 40 |
|