WFAG
Wescott Financial Advisory 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 | $8.75M | Buy |
141,026
+10,387
| +8% | +$644K | 0.84% | 24 |
|
|
2025
Q1 | $7.62M | Buy |
130,639
+16,614
| +15% | +$969K | 0.79% | 26 |
|
|
2024
Q4 | $7.1M | Buy |
114,025
+1,773
| +2% | +$110K | 0.74% | 27 |
|
|
2024
Q3 | $7M | Buy |
112,252
+2,159
| +2% | +$135K | 0.75% | 25 |
|
|
2024
Q2 | $6.44M | Buy |
110,093
+599
| +0.5% | +$35.1K | 0.75% | 25 |
|
|
2024
Q1 | $6.65M | Buy |
109,494
+87,154
| +390% | +$5.29M | 0.83% | 23 |
|
|
2023
Q4 | $6.19M | Sell |
22,340
-434
| -2% | -$120K | 0.87% | 21 |
|
|
2023
Q3 | $5.68M | Buy |
22,774
+330
| +1% | +$82.3K | 1.04% | 21 |
|
|
2023
Q2 | $5.87M | Sell |
22,444
-958
| -4% | -$250K | 1.04% | 20 |
|
|
2023
Q1 | $5.85M | Sell |
23,402
-254
| -1% | -$63.5K | 1.27% | 19 |
|
|
2022
Q4 | $5.72M | Buy |
23,656
+815
| +4% | +$197K | 1.23% | 17 |
|
|
2022
Q3 | $5.01M | Buy |
22,841
+825
| +4% | +$181K | 1.39% | 16 |
|
|
2022
Q2 | $4.98M | Sell |
22,016
-1,423
| -6% | -$322K | 1.35% | 18 |
|
|
2022
Q1 | $6.29M | Buy |
23,439
+19,255
| +460% | +$5.17M | 1.62% | 18 |
|
|
2021
Q4 | $1.18M | Buy |
4,184
+240
| +6% | +$67.9K | 0.61% | 21 |
|
|
2021
Q3 | $1.04M | Sell |
3,944
-62
| -2% | -$16.3K | 0.59% | 23 |
|
|
2021
Q2 | $1.07M | Sell |
4,006
-308
| -7% | -$82.3K | 0.63% | 21 |
|
|
2021
Q1 | $1.12M | Buy |
4,314
+489
| +13% | +$127K | 0.73% | 17 |
|
|
2020
Q4 | $879K | Buy |
+3,825
| New | +$879K | 0.62% | 19 |
|