CIC Wealth’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
Q3
$2.3M Buy
36,863
+19
+0.1% +$1.18K 0.59% 41
2024
Q2
$2.16M Buy
36,844
+95
+0.3% +$5.56K 0.59% 43
2024
Q1
$2.23M Buy
36,749
+84
+0.2% +$5.1K 0.65% 39
2023
Q4
$2.03M Buy
36,665
+175
+0.5% +$9.7K 0.64% 39
2023
Q3
$1.82M Sell
36,490
-65
-0.2% -$3.24K 0.65% 39
2023
Q2
$1.91M Buy
36,555
+95
+0.3% +$4.97K 0.66% 39
2023
Q1
$1.82M Buy
36,460
+310
+0.9% +$15.5K 0.69% 36
2022
Q4
$1.75M Buy
+36,150
New +$1.75M 0.72% 35