Atlas Private Wealth Management’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
2024
Q1
$716K Buy
2021
Q2
Sell
2021
Q1
$143K Sell
2020
Q4
$132K Hold
2020
Q3
$106K Sell
2020
Q2
$109K Hold
2020
Q1
$88K Hold
2019
Q4
$126K Buy