Harrison & Co 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
2022
Q4
$6.61M Sell
136,605
-12,055
-8% -$583K 6.39% 2
2022
Q3
$6.52M Buy
148,660
+7,735
+5% +$339K 6.92% 2
2022
Q2
$6.38M Buy
140,925
+4,455
+3% +$202K 6.06% 2
2022
Q1
$7.32M Buy
136,470
+3,390
+3% +$182K 6.42% 2
2021
Q4
$7.53M Buy
+133,080
New +$7.53M 6.34% 2