Highwater 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
2017
Q2
Sell
-8,920
Closed -$305K 52
2017
Q1
$305K Sell
8,920
-200
-2% -$6.84K 0.92% 29
2016
Q4
$302K Buy
9,120
+375
+4% +$12.4K 1.55% 25
2016
Q3
$271K Buy
+8,745
New +$271K 1.51% 26