WANY
Wealthspire Advisors (New York)’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 | $919M | Sell |
14,821,322
-658,716
| -4% | -$40.9M | 5.17% | 4 |
|
|
2025
Q1 | $903M | Buy |
15,480,038
+7,873,056
| +103% | +$459M | 5.4% | 4 |
|
|
2024
Q4 | $474M | Buy |
7,606,982
+410,754
| +6% | +$25.6M | 4.71% | 4 |
|
|
2024
Q3 | $448M | Buy |
7,196,228
+313,929
| +5% | +$19.6M | 4.56% | 4 |
|
|
2024
Q2 | $403M | Buy |
6,882,299
+127,683
| +2% | +$7.47M | 5.16% | 4 |
|
|
2024
Q1 | $410M | Buy |
6,754,616
+5,400,307
| +399% | +$328M | 5.47% | 4 |
|
|
2023
Q4 | $375M | Buy |
1,354,309
+21,310
| +2% | +$5.91M | 5.33% | 5 |
|
|
2023
Q3 | $332M | Sell |
1,332,999
-6,509
| -0.5% | -$1.62M | 5.49% | 5 |
|
|
2023
Q2 | $350M | Buy |
1,339,508
+22,682
| +2% | +$5.93M | 5.72% | 5 |
|
|
2023
Q1 | $329M | Buy |
1,316,826
+58,788
| +5% | +$14.7M | 5.65% | 5 |
|
|
2022
Q4 | $304M | Sell |
1,258,038
-2,603
| -0.2% | -$630K | 5.54% | 5 |
|
|
2022
Q3 | $276M | Buy |
1,260,641
+10,091
| +0.8% | +$2.21M | 5.78% | 4 |
|
|
2022
Q2 | $283M | Buy |
1,250,550
+491,552
| +65% | +$111M | 5.91% | 4 |
|
|
2022
Q1 | $204M | Buy |
758,998
+35,549
| +5% | +$9.54M | 4.58% | 5 |
|
|
2021
Q4 | $205M | Sell |
723,449
-442,886
| -38% | -$125M | 4.53% | 5 |
|
|
2021
Q3 | $307M | Buy |
1,166,335
+574,056
| +97% | +$151M | 6.37% | 4 |
|
|
2021
Q2 | $159M | Sell |
592,279
-46,175
| -7% | -$12.4M | 4.18% | 7 |
|
|
2021
Q1 | $166M | Buy |
638,454
+208,135
| +48% | +$54.2M | 3.94% | 6 |
|
|
2020
Q4 | $98.9M | Buy |
430,319
+211,044
| +96% | +$48.5M | 2.94% | 9 |
|
|
2020
Q3 | $40.6M | Buy |
219,275
+58,623
| +36% | +$10.9M | 2.42% | 10 |
|
|
2020
Q2 | $28.6M | Sell |
160,652
-104,017
| -39% | -$18.5M | 1.99% | 13 |
|
|
2020
Q1 | $38.1M | Buy |
264,669
+240,896
| +1,013% | +$34.7M | 1.6% | 15 |
|
|
2019
Q4 | $4.89M | Buy |
23,773
+21,314
| +867% | +$4.39M | 0.36% | 27 |
|
|
2019
Q3 | $475K | Buy |
+2,459
| New | +$475K | 0.04% | 87 |
|
|
2019
Q1 | – | Sell |
-991
| Closed | -$165K | – | 402 |
|
|
2018
Q4 | $165K | Buy |
+991
| New | +$165K | 0.02% | 74 |
|