WWA
WCG Wealth Advisors’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 | $2.49M | Sell |
40,129
-296
| -0.7% | -$18.4K | 0.16% | 134 |
|
|
2025
Q1 | $2.36M | Sell |
40,425
-27,489
| -40% | -$1.6M | 0.18% | 131 |
|
|
2024
Q4 | $4.23M | Sell |
67,914
-2,210
| -3% | -$138K | 0.28% | 98 |
|
|
2024
Q3 | $4.37M | Buy |
70,124
+23,888
| +52% | +$1.49M | 0.3% | 93 |
|
|
2024
Q2 | $2.71M | Sell |
46,236
-8,367
| -15% | -$490K | 0.2% | 109 |
|
|
2024
Q1 | $3.32M | Buy |
54,603
+43,048
| +373% | +$2.62M | 0.28% | 86 |
|
|
2023
Q4 | $3.2M | Sell |
11,555
-1,164
| -9% | -$323K | 0.24% | 95 |
|
|
2023
Q3 | $3.23M | Buy |
+12,719
| New | +$3.23M | 0.24% | 94 |
|
|
2022
Q4 | – | Sell |
-8,601
| Closed | -$1.89M | – | 209 |
|
|
2022
Q3 | $1.89M | Buy |
8,601
+3,093
| +56% | +$678K | 0.25% | 80 |
|
|
2022
Q2 | $1.25M | Buy |
+5,508
| New | +$1.25M | 0.17% | 101 |
|