Davies Financial 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 Q4	–	Sell	-3,950	Closed	-$246K	–	67
2024 Q3	$246K	Sell	3,950 -11,732	-75%	-$731K	0.21%	62
2024 Q2	$918K	Buy	+15,682	New	+$918K	0.86%	28