Caliber Wealth Management (Utah)’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
-5,810
Closed -$302K 82
2021
Q1
$302K Sell
5,810
-60
-1% -$3.12K 0.22% 67
2020
Q4
$270K Buy
+5,870
New +$270K 0.26% 63