WFA
Wellspring Financial 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 | $4.37M | Buy |
1,293,895
+2,373
| +0.2% | +$8.01K | 0.44% | 30 |
|
|
2025
Q1 | $4.05M | Sell |
1,291,522
-211,743
| -14% | -$663K | 0.45% | 27 |
|
|
2024
Q4 | $4.96M | Buy |
1,503,265
+12,267
| +0.8% | +$40.5K | 0.52% | 27 |
|
|
2024
Q3 | $4.94M | Buy |
1,490,998
+213,087
| +17% | +$706K | 0.59% | 27 |
|
|
2024
Q2 | $3.3M | Sell |
1,277,911
-2,765
| -0.2% | -$7.14K | 0.45% | 30 |
|
|
2024
Q1 | $3.54M | Buy |
1,280,676
+26,738
| +2% | +$74K | 0.56% | 28 |
|
|
2023
Q4 | $4.14M | Sell |
1,253,938
-1,051
| -0.1% | -$3.47K | 1.03% | 26 |
|
|
2023
Q3 | $4.11M | Sell |
1,254,989
-154
| -0% | -$504 | 1.2% | 25 |
|
|
2023
Q2 | $4.29M | Sell |
1,255,143
-1,009
| -0.1% | -$3.45K | 1.21% | 25 |
|
|
2023
Q1 | $4.41M | Sell |
1,256,152
-65
| -0% | -$228 | 1.31% | 21 |
|
|
2022
Q4 | $4.32M | Sell |
1,256,217
-557
| -0% | -$1.92K | 1.44% | 21 |
|
|
2022
Q3 | $4.15M | Sell |
1,256,774
-815
| -0.1% | -$2.69K | 1.53% | 20 |
|
|
2022
Q2 | $4.43M | Sell |
1,257,589
-10,840
| -0.9% | -$38.2K | 1.54% | 20 |
|
|
2022
Q1 | $7.93M | Sell |
1,268,429
-10,380
| -0.8% | -$64.9K | 2.34% | 15 |
|
|
2021
Q4 | $11.2M | Buy |
1,278,809
+566,395
| +80% | +$4.98M | 3.13% | 10 |
|
|
2021
Q3 | $9.27M | Buy |
712,414
+682,414
| +2,275% | +$8.88M | 2.79% | 11 |
|
|
2021
Q2 | $8.06M | Buy |
30,000
+14,484
| +93% | +$3.89M | 2.54% | 13 |
|
|
2021
Q1 | $2.23M | Sell |
15,516
-11,222
| -42% | -$1.61M | 1.08% | 18 |
|
|
2020
Q4 | $6.15M | Sell |
26,738
-1,544
| -5% | -$355K | 2.14% | 15 |
|
|
2020
Q3 | $5.24M | Buy |
28,282
+333
| +1% | +$61.7K | 2.05% | 15 |
|
|
2020
Q2 | $4.97M | Buy |
27,949
+12,433
| +80% | +$2.21M | 2.05% | 16 |
|
|
2020
Q1 | $2.23M | Buy |
+15,516
| New | +$2.23M | 1.08% | 18 |
|