WMWM
Whitaker-Myers Wealth Managers’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
12,792
+1,690
| +15% | +$209K | 0.4% | 27 |
|
|
2025
Q1 | $1.33M | Buy |
11,102
+1,694
| +18% | +$203K | 0.37% | 33 |
|
|
2024
Q4 | $1.18M | Sell |
9,408
-3,903
| -29% | -$488K | 0.34% | 35 |
|
|
2024
Q3 | $1.65M | Buy |
13,311
+483
| +4% | +$59.7K | 0.55% | 26 |
|
|
2024
Q2 | $1.46M | Sell |
12,828
-2,824
| -18% | -$320K | 0.54% | 26 |
|
|
2024
Q1 | $1.85M | Sell |
15,652
-413
| -3% | -$48.9K | 0.78% | 20 |
|
|
2023
Q4 | $1.83M | Buy |
16,065
+2,197
| +16% | +$251K | 0.91% | 18 |
|
|
2023
Q3 | $1.4M | Buy |
13,868
+1,838
| +15% | +$186K | 0.87% | 23 |
|
|
2023
Q2 | $1.29M | Buy |
12,030
+116
| +1% | +$12.4K | 0.86% | 26 |
|
|
2023
Q1 | $1.22M | Buy |
11,914
+1,641
| +16% | +$169K | 0.95% | 27 |
|
|
2022
Q4 | $1.04M | Buy |
+10,273
| New | +$1.04M | 0.99% | 29 |
|