WPA
West Paces 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 | $53.2M | Buy |
857,595
+11,034
| +1% | +$684K | 11.32% | 2 |
|
|
2025
Q1 | $49.4M | Buy |
846,561
+15,818
| +2% | +$923K | 11.25% | 1 |
|
|
2024
Q4 | $51.8M | Buy |
830,743
+6,383
| +0.8% | +$398K | 12.64% | 1 |
|
|
2024
Q3 | $51.4M | Buy |
824,360
+9,230
| +1% | +$575K | 12.58% | 1 |
|
|
2024
Q2 | $47.7M | Buy |
815,130
+2,429
| +0.3% | +$142K | 12.44% | 1 |
|
|
2024
Q1 | $49.4M | Buy |
812,701
+652,885
| +409% | +$39.7M | 13.01% | 1 |
|
|
2023
Q4 | $44.3M | Buy |
159,816
+52
| +0% | +$14.4K | 12.45% | 1 |
|
|
2023
Q3 | $39.8M | Buy |
159,764
+386
| +0.2% | +$96.2K | 12.48% | 1 |
|
|
2023
Q2 | $41.7M | Buy |
159,378
+5,231
| +3% | +$1.37M | 12.28% | 1 |
|
|
2023
Q1 | $38.6M | Sell |
154,147
-2,396
| -2% | -$599K | 11.98% | 1 |
|
|
2022
Q4 | $37.9M | Buy |
156,543
+6,329
| +4% | +$1.53M | 12.05% | 1 |
|
|
2022
Q3 | $32.9M | Buy |
150,214
+8,633
| +6% | +$1.89M | 11.71% | 2 |
|
|
2022
Q2 | $32M | Buy |
141,581
+4,374
| +3% | +$990K | 10.9% | 2 |
|
|
2022
Q1 | $36.8M | Buy |
137,207
+4,826
| +4% | +$1.3M | 11.48% | 2 |
|
|
2021
Q4 | $37.5M | Buy |
132,381
+6,238
| +5% | +$1.77M | 11.69% | 2 |
|
|
2021
Q3 | $33.2M | Buy |
126,143
+2,705
| +2% | +$712K | 11.64% | 2 |
|
|
2021
Q2 | $33.2M | Buy |
123,438
+5,528
| +5% | +$1.49M | 12.2% | 1 |
|
|
2021
Q1 | $30.7M | Buy |
117,910
+9,920
| +9% | +$2.58M | 12.33% | 2 |
|
|
2020
Q4 | $24.8M | Buy |
107,990
+12,067
| +13% | +$2.77M | 11.05% | 2 |
|
|
2020
Q3 | $17.8M | Buy |
95,923
+2,291
| +2% | +$425K | 9.09% | 3 |
|
|
2020
Q2 | $16.6M | Buy |
93,632
+34,795
| +59% | +$6.19M | 9% | 3 |
|
|
2020
Q1 | $8.46M | Sell |
58,837
-13,378
| -19% | -$1.92M | 5.37% | 5 |
|
|
2019
Q4 | $14.9M | Buy |
72,215
+5,690
| +9% | +$1.17M | 8.09% | 3 |
|
|
2019
Q3 | $12.9M | Buy |
66,525
+3,483
| +6% | +$673K | 7.68% | 2 |
|
|
2019
Q2 | $12.2M | Buy |
63,042
+8,876
| +16% | +$1.72M | 7.65% | 3 |
|
|
2019
Q1 | $10.3M | Buy |
54,166
+9,471
| +21% | +$1.79M | 7.19% | 3 |
|
|
2018
Q4 | $7.42M | Sell |
44,695
-5,393
| -11% | -$896K | 5.72% | 3 |
|
|
2018
Q3 | $10.1M | Buy |
50,088
+1,435
| +3% | +$289K | 7.26% | 2 |
|
|
2018
Q2 | $9.48M | Buy |
48,653
+2,525
| +5% | +$492K | 7.09% | 2 |
|
|
2018
Q1 | $8.65M | Buy |
46,128
+647
| +1% | +$121K | 6.44% | 2 |
|
|
2017
Q4 | $8.63M | Buy |
45,481
+503
| +1% | +$95.5K | 6.39% | 2 |
|
|
2017
Q3 | $8.05M | Buy |
44,978
+2,905
| +7% | +$520K | 6.07% | 2 |
|
|
2017
Q2 | $7.32M | Buy |
42,073
+499
| +1% | +$86.8K | 5.81% | 3 |
|
|
2017
Q1 | $7.12M | Buy |
41,574
+40,539
| +3,917% | +$6.94M | 5.68% | 3 |
|
|
2016
Q4 | $171K | Buy |
+1,035
| New | +$171K | 0.16% | 113 |
|