Gimbal Financial’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
-153,667
Closed -$9.6M 53
2024
Q3
$9.6M Buy
153,667
+9,853
+7% +$615K 6.23% 5
2024
Q2
$8.6M Buy
+143,814
New +$8.6M 6.33% 6