Copperleaf Capital’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
Q4
Sell
-9,575
Closed -$478K 83
2023
Q3
$478K Buy
+9,575
New +$478K 0.52% 48
2020
Q1
Sell
-19,370
Closed -$797K 46
2019
Q4
$797K Buy
+19,370
New +$797K 0.81% 33