WQ
Wealth Quarterback’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 | $605K | Sell |
9,748
-8,091
| -45% | -$502K | 0.29% | 74 |
|
|
2025
Q1 | $1.04M | Sell |
17,839
-41,839
| -70% | -$2.44M | 0.59% | 40 |
|
|
2024
Q4 | $3.72M | Sell |
59,678
-50,180
| -46% | -$3.13M | 1.75% | 11 |
|
|
2024
Q3 | $6.85M | Buy |
109,858
+1,168
| +1% | +$72.8K | 3.56% | 7 |
|
|
2024
Q2 | $6.36M | Sell |
108,690
-6,758
| -6% | -$395K | 3.61% | 6 |
|
|
2024
Q1 | $7.01M | Buy |
115,448
+90,697
| +366% | +$5.51M | 3.92% | 7 |
|
|
2023
Q4 | $6.86M | Buy |
24,751
+9,649
| +64% | +$2.67M | 4.19% | 4 |
|
|
2023
Q3 | $3.77M | Sell |
15,102
-5,080
| -25% | -$1.27M | 3.26% | 8 |
|
|
2023
Q2 | $5.28M | Sell |
20,182
-720
| -3% | -$188K | 3.66% | 9 |
|
|
2023
Q1 | $5.23M | Buy |
20,902
+723
| +4% | +$181K | 4.44% | 3 |
|
|
2022
Q4 | $4.88M | Buy |
20,179
+460
| +2% | +$111K | 4.05% | 5 |
|
|
2022
Q3 | $4.32M | Buy |
19,719
+414
| +2% | +$90.8K | 4.6% | 5 |
|
|
2022
Q2 | $4.37M | Buy |
+19,305
| New | +$4.37M | 3.4% | 8 |
|
|
2021
Q3 | $1.25M | Buy |
5,274
+96
| +2% | +$22.8K | 0.83% | 23 |
|
|
2021
Q2 | $1.39M | Buy |
+5,178
| New | +$1.39M | 0.85% | 21 |
|
|
2020
Q4 | $2.74M | Sell |
11,929
-2,234
| -16% | -$514K | 2.28% | 10 |
|
|
2020
Q3 | $2.52M | Hold |
14,163
| – | – | 2.31% | 9 |
|
|
2020
Q2 | $2.52M | Buy |
14,163
+162
| +1% | +$28.8K | 2.31% | 9 |
|
|
2020
Q1 | $2.01M | Sell |
14,001
-44,306
| -76% | -$6.35M | 1.84% | 9 |
|
|
2019
Q4 | $1.68M | Buy |
+58,307
| New | +$1.68M | 1.46% | 16 |
|