WMWM
Whitaker-Myers Wealth Managers’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
15,682
+2,070
| +15% | +$188K | 0.36% | 30 |
|
|
2025
Q1 | $1.13M | Buy |
13,612
+2,608
| +24% | +$217K | 0.32% | 39 |
|
|
2024
Q4 | $1M | Sell |
11,004
-4,746
| -30% | -$432K | 0.29% | 40 |
|
|
2024
Q3 | $1.45M | Buy |
15,750
+824
| +6% | +$75.8K | 0.48% | 32 |
|
|
2024
Q2 | $1.32M | Buy |
14,926
+1,236
| +9% | +$109K | 0.49% | 31 |
|
|
2024
Q1 | $1.25M | Sell |
13,690
-789
| -5% | -$72K | 0.53% | 33 |
|
|
2023
Q4 | $1.15M | Sell |
14,479
-268
| -2% | -$21.2K | 0.57% | 30 |
|
|
2023
Q3 | $1.07M | Buy |
14,747
+1,421
| +11% | +$103K | 0.66% | 32 |
|
|
2023
Q2 | $999K | Sell |
13,326
-66
| -0.5% | -$4.95K | 0.67% | 32 |
|
|
2023
Q1 | $958K | Buy |
13,392
+2,216
| +20% | +$158K | 0.74% | 31 |
|
|
2022
Q4 | $763K | Buy |
+11,176
| New | +$763K | 0.73% | 33 |
|