Altus Wealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,975
Closed -$162K 138
2021
Q1
$162K Buy
2,975
+445
+18% +$24.2K 0.16% 107
2020
Q4
$116K Buy
+2,530
New +$116K 0.11% 125