Impact Partnership Wealth’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
Q2
Sell
-1,455
Closed -$88.4K 450
2024
Q1
$88.4K Sell
1,455
-15
-1% -$911 0.04% 273
2023
Q4
$81.5K Buy
1,470
+1,165
+382% +$64.6K 0.03% 277
2023
Q3
$15.2K Buy
305
+265
+663% +$13.2K ﹤0.01% 518
2023
Q2
$2.09K Buy
+40
New +$2.09K ﹤0.01% 651