Horizon 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
Q3
Sell
-5,075
Closed -$230K 89
2022
Q2
$230K Buy
5,075
+445
+10% +$20.2K 0.1% 93
2022
Q1
$248K Hold
4,630
0.08% 96
2021
Q4
$262K Buy
+4,630
New +$262K 0.08% 92