Central Valley Advisors’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
2024
Q2
Sell
-3,631
Closed -$221K 160
2024
Q1
$221K Buy
3,631
+6
+0.2% +$365 0.11% 140
2023
Q4
$201K Buy
+3,625
New +$201K 0.12% 141