Horst & Graben 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
2024
Q1
Sell
-18,140
Closed -$1.01M 147
2023
Q4
$1.01M Sell
18,140
-40,340
-69% -$2.24M 0.22% 52
2023
Q3
$2.92M Buy
+58,480
New +$2.92M 0.72% 24