Castleview 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
2022
Q3
Sell
-235
Closed -$16.4K 675
2022
Q2
$16.4K Buy
235
+30
+15% +$2.1K 0.01% 405
2022
Q1
$11K Sell
205
-33,760
-99% -$1.81M 0.01% 488
2021
Q4
$24 Buy
+33,965
New +$24 ﹤0.01% 928
2021
Q2
$7K Buy
+135
New +$7K ﹤0.01% 755