Beta 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
2022 Q1	–	Sell	-14,990	Closed	-$789K	–	95
2021 Q4	$789K	Hold	14,990	–	–	0.57%	37
2021 Q3	$789K	Buy	14,990 +680	+5%	+$35.8K	0.57%	37
2021 Q2	$769K	Sell	14,310 -260	-2%	-$14K	0.54%	38
2021 Q1	$758K	Buy	+14,570	New	+$758K	0.55%	39