WAM
WFA Asset Management’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 | $87.5K | Hold |
1,496
| – | – | 0.05% | 76 |
|
|
2025
Q1 | $90.9K | Buy |
1,496
+72
| +5% | +$4.37K | 0.05% | 78 |
|
|
2024
Q4 | $88.7K | Sell |
1,424
-72
| -5% | -$4.49K | 0.05% | 83 |
|
|
2024
Q3 | $93.2K | Hold |
1,496
| – | – | 0.05% | 73 |
|
|
2024
Q2 | $87.5K | Hold |
1,496
| – | – | 0.05% | 76 |
|
|
2024
Q1 | $90.9K | Buy |
+1,496
| New | +$90.9K | 0.05% | 78 |
|
|
2022
Q4 | – | Sell |
-820
| Closed | -$180K | – | 236 |
|
|
2022
Q3 | $180K | Hold |
820
| – | – | 0.13% | 47 |
|
|
2022
Q2 | $186K | Hold |
820
| – | – | 0.13% | 47 |
|
|
2022
Q1 | $220K | Buy |
+820
| New | +$220K | 0.14% | 44 |
|