Castle Rock Wealth Management’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
2018
Q2
Sell
-5,435
Closed -$204K 124
2018
Q1
$204K Sell
5,435
-285
-5% -$10.7K 0.34% 98
2017
Q4
$217K Buy
+5,720
New +$217K 0.42% 91