FAAM
First Ascent Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.29M | Buy |
4,656
+86
| +2% | +$23.8K | 0.14% | 41 |
|
|
2023
Q3 | $1.14M | Sell |
4,570
-370
| -7% | -$92.3K | 0.15% | 42 |
|
|
2023
Q2 | $1.29M | Sell |
4,940
-16
| -0.3% | -$4.18K | 0.17% | 46 |
|
|
2023
Q1 | $1.24M | Buy |
4,956
+231
| +5% | +$57.8K | 0.18% | 44 |
|
|
2022
Q4 | $1.14M | Buy |
+4,725
| New | +$1.14M | 0.17% | 46 |
|