WIA
Wetzel Investment 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 | $3.05M | Sell |
49,201
-7,785
| -14% | -$483K | 1.4% | 16 |
|
|
2025
Q1 | $3.33M | Sell |
56,986
-988
| -2% | -$57.7K | 1.68% | 20 |
|
|
2024
Q4 | $3.61M | Sell |
57,974
-302
| -0.5% | -$18.8K | 1.8% | 20 |
|
|
2024
Q3 | $3.63M | Sell |
58,276
-366
| -0.6% | -$22.8K | 1.83% | 17 |
|
|
2024
Q2 | $3.56M | Sell |
58,642
-13
| -0% | -$789 | 2.04% | 12 |
|
|
2024
Q1 | $3.31M | Buy |
58,655
+47,004
| +403% | +$2.65M | 1.95% | 12 |
|
|
2023
Q4 | $3.23M | Buy |
+11,651
| New | +$3.23M | 1.98% | 12 |
|