Denver PWM’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
2025
Q2
$211K Sell
3,398
-339
-9% -$21K 0.07% 78
2025
Q1
$218K Buy
3,737
+10
+0.3% +$584 0.08% 66
2024
Q4
$232K Sell
3,727
-407
-10% -$25.4K 0.09% 53
2024
Q3
$258K Sell
4,134
-93
-2% -$5.8K 0.1% 55
2024
Q2
$247K Buy
+4,227
New +$247K 0.1% 58
2019
Q4
Sell
-2,850
Closed -$110K 146
2019
Q3
$110K Buy
+2,850
New +$110K 0.07% 86