Independence Advisors’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
2020
Q3
$75K Sell
2,030
-1,085
-35% -$40.1K 0.02% 115
2020
Q2
$111K Sell
3,115
-165
-5% -$5.88K 0.03% 105
2020
Q1
$94K Buy
3,280
+875
+36% +$25.1K 0.03% 95
2019
Q4
$99K Buy
+2,405
New +$99K 0.02% 109