WMWM
Whitaker-Myers Wealth Managers’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 | $554K | Sell |
8,937
-1,758
| -16% | -$109K | 0.14% | 74 |
|
|
2025
Q1 | $624K | Sell |
10,695
-3,600
| -25% | -$210K | 0.18% | 55 |
|
|
2024
Q4 | $891K | Buy |
14,295
+1,044
| +8% | +$65.1K | 0.26% | 42 |
|
|
2024
Q3 | $826K | Sell |
13,251
-451
| -3% | -$28.1K | 0.27% | 45 |
|
|
2024
Q2 | $802K | Sell |
13,702
-2,024
| -13% | -$118K | 0.3% | 45 |
|
|
2024
Q1 | $955K | Buy |
15,726
+12,444
| +379% | -$41.5K | 0.4% | 43 |
|
|
2023
Q4 | $910K | Sell |
3,282
-660
| -17% | -$183K | 0.45% | 35 |
|
|
2023
Q3 | $983K | Sell |
3,942
-1,812
| -31% | -$452K | 0.61% | 33 |
|
|
2023
Q2 | $1.5M | Sell |
5,754
-632
| -10% | -$165K | 1.01% | 23 |
|
|
2023
Q1 | $1.6M | Sell |
6,386
-2,514
| -28% | -$629K | 1.24% | 21 |
|
|
2022
Q4 | $2.15M | Buy |
+8,900
| New | +$2.15M | 2.06% | 13 |
|