Integrated Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$1.13M Buy
2016
Q4
$1.07M Sell
2016
Q3
$1.01M Sell
2016
Q2
$981K Sell
2016
Q1
$1.02M Sell
2015
Q4
$996K Buy
2015
Q3
$974K Hold
2015
Q2
$1.07M Buy
2015
Q1
$992K Buy