Americana Partners’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
2024
Q3
Sell
-3,755
Closed -$220K 368
2024
Q2
$220K Buy
+3,755
New +$220K 0.02% 323
2023
Q3
Sell
-4,710
Closed -$246K 312
2023
Q2
$246K Buy
+4,710
New +$246K 0.03% 251