Delap Wealth Advisory’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	-4,359	Closed	-$265K	–	205
2024 Q1	$265K	Buy	4,359 +599	+16%	+$36.4K	0.11%	182
2023 Q4	$208K	Buy	+3,760	New	+$208K	0.09%	92
2023 Q1	–	Sell	-5,830	Closed	-$282K	–	66
2022 Q4	$282K	Buy	+5,830	New	+$282K	0.29%	53