WDG
Wealth Dimensions 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 | $918K | Buy |
14,797
+405
| +3% | +$25.1K | 0.2% | 67 |
|
|
2025
Q1 | $840K | Buy |
14,392
+1
| +0% | +$58 | 0.2% | 64 |
|
|
2024
Q4 | $897K | Buy |
14,391
+1,913
| +15% | +$119K | 0.22% | 60 |
|
|
2024
Q3 | $778K | Sell |
12,478
-13
| -0.1% | -$810 | 0.2% | 64 |
|
|
2024
Q2 | $731K | Buy |
12,491
+1
| +0% | +$59 | 0.21% | 60 |
|
|
2024
Q1 | $759K | Buy |
12,490
+9,980
| +398% | +$606K | 0.22% | 55 |
|
|
2023
Q4 | $696K | Sell |
2,510
-98
| -4% | -$27.2K | 0.22% | 56 |
|
|
2023
Q3 | $650K | Buy |
2,608
+80
| +3% | +$20K | 0.24% | 56 |
|
|
2023
Q2 | $661K | Sell |
2,528
-46
| -2% | -$12K | 0.24% | 56 |
|
|
2023
Q1 | $644K | Buy |
2,574
+24
| +0.9% | +$6K | 0.25% | 56 |
|
|
2022
Q4 | $617K | Sell |
2,550
-17
| -0.7% | -$4.11K | 0.25% | 51 |
|
|
2022
Q3 | $563K | Buy |
2,567
+57
| +2% | +$12.5K | 0.28% | 50 |
|
|
2022
Q2 | $568K | Sell |
2,510
-342
| -12% | -$77.4K | 0.27% | 55 |
|
|
2022
Q1 | $765K | Sell |
2,852
-22
| -0.8% | -$5.9K | 0.35% | 49 |
|
|
2021
Q4 | $814K | Sell |
2,874
-6
| -0.2% | -$1.7K | 0.4% | 44 |
|
|
2021
Q3 | $758K | Buy |
2,880
+513
| +22% | +$135K | 0.48% | 42 |
|
|
2021
Q2 | $636K | Buy |
2,367
+65
| +3% | +$17.5K | 0.43% | 45 |
|
|
2021
Q1 | $599K | Buy |
2,302
+1,067
| +86% | +$278K | 0.47% | 43 |
|
|
2020
Q4 | $284K | Buy |
+1,235
| New | +$284K | 0.25% | 82 |
|