Gupta Wealth Management’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
2016
Q1
$223K Sell
7,735
-210
-3% -$6.05K 0.05% 232
2015
Q4
$221K Sell
7,945
-60,895
-88% -$1.69M 0.06% 236
2015
Q3
$1.88M Buy
68,840
+9,705
+16% +$265K 0.46% 53
2015
Q2
$1.77M Buy
59,135
+24,235
+69% +$727K 0.44% 58
2015
Q1
$1.06M Buy
+34,900
New +$1.06M 0.31% 79