Concentrum 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
2023
Q2
Sell
-6,860
Closed -$343K 61
2023
Q1
$343K Buy
6,860
+190
+3% +$9.51K 0.25% 43
2022
Q4
$323K Buy
+6,670
New +$323K 0.29% 51