WF
WoodTrust Financial’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
Q1 | – | Sell |
-7,025
| Closed | -$438K | – | 170 |
|
|
2024
Q4 | $438K | Buy |
7,025
+300
| +4% | +$18.7K | 0.06% | 124 |
|
|
2024
Q3 | $419K | Sell |
6,725
-10,625
| -61% | -$662K | 0.06% | 123 |
|
|
2024
Q2 | $1.02M | Buy |
+17,350
| New | +$1.02M | 0.16% | 84 |
|
|
2024
Q1 | – | Sell |
-3,650
| Closed | -$1.01M | – | 173 |
|
|
2023
Q4 | $1.01M | Buy |
3,650
+475
| +15% | +$132K | 0.17% | 82 |
|
|
2023
Q3 | $792K | Buy |
+3,175
| New | +$792K | 0.15% | 87 |
|
|
2023
Q2 | – | Sell |
-1,249
| Closed | -$312K | – | 153 |
|
|
2023
Q1 | $312K | Buy |
+1,249
| New | +$312K | 0.06% | 120 |
|