WMA
Wealth Management Associates’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 | $475K | Hold |
7,661
| – | – | 0.18% | 101 |
|
|
2025
Q1 | $447K | Sell |
7,661
-50
| -0.6% | -$2.92K | 0.19% | 100 |
|
|
2024
Q4 | $480K | Sell |
7,711
-35
| -0.5% | -$2.18K | 0.21% | 96 |
|
|
2024
Q3 | $483K | Sell |
7,746
-10
| -0.1% | -$623 | 0.21% | 94 |
|
|
2024
Q2 | $454K | Hold |
7,756
| – | – | 0.21% | 94 |
|
|
2024
Q1 | $454K | Buy |
7,756
+6,205
| +400% | +$363K | 0.21% | 94 |
|
|
2023
Q4 | $430K | Hold |
1,551
| – | – | 0.23% | 93 |
|
|
2023
Q3 | $387K | Hold |
1,551
| – | – | 0.23% | 96 |
|
|
2023
Q2 | $406K | Sell |
1,551
-23
| -1% | -$6.01K | 0.23% | 91 |
|
|
2023
Q1 | $394K | Hold |
1,574
| – | – | 0.24% | 94 |
|
|
2022
Q4 | $381K | Sell |
1,574
-38
| -2% | -$9.19K | 0.25% | 93 |
|
|
2022
Q3 | $353K | Hold |
1,612
| – | – | 0.25% | 110 |
|
|
2022
Q2 | $365K | Hold |
1,612
| – | – | 0.25% | 104 |
|
|
2022
Q1 | $433K | Sell |
1,612
-5
| -0.3% | -$1.34K | 0.25% | 106 |
|
|
2021
Q4 | $458K | Sell |
1,617
-154
| -9% | -$43.6K | 0.25% | 107 |
|
|
2021
Q3 | $466K | Sell |
1,771
-171
| -9% | -$45K | 0.27% | 95 |
|
|
2021
Q2 | $522K | Hold |
1,942
| – | – | 0.3% | 84 |
|
|
2021
Q1 | $506K | Hold |
1,942
| – | – | 0.32% | 76 |
|
|
2020
Q4 | $446K | Buy |
1,942
+46
| +2% | +$10.6K | 0.29% | 89 |
|
|
2020
Q3 | $351K | Sell |
1,896
-55
| -3% | -$10.2K | 0.27% | 92 |
|
|
2020
Q2 | $347K | Sell |
1,951
-70
| -3% | -$12.4K | 0.29% | 85 |
|
|
2020
Q1 | $291K | Sell |
2,021
-470
| -19% | -$67.6K | 0.29% | 81 |
|
|
2019
Q4 | $513K | Buy |
2,491
+132
| +6% | +$27.2K | 0.37% | 65 |
|
|
2019
Q3 | $456K | Buy |
2,359
+25
| +1% | +$4.83K | 0.37% | 66 |
|
|
2019
Q2 | $453K | Buy |
2,334
+50
| +2% | +$9.71K | 0.45% | 54 |
|
|
2019
Q1 | $433K | Buy |
2,284
+732
| +47% | +$139K | 0.47% | 55 |
|
|
2018
Q4 | $258K | Buy |
+1,552
| New | +$258K | 0.35% | 67 |
|