55I LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$4.69M Buy
2022
Q2
$4.71M Sell
2022
Q1
$7.2M Buy
2021
Q4
$7.22M Buy
2021
Q3
$5.69M Buy
2021
Q2
$4.5M Buy
2021
Q1
$2.69M Buy
2020
Q4
$1.32M Buy
2020
Q3
$691K Buy
2020
Q2
$550K Buy
2020
Q1
Sell
2019
Q4
$283K Buy