KWAG
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Kiely Wealth Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kiely Wealth Advisory Group’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$80.4K Hold
1,254
– – 0.05% 104
2024
Q3 		$82.7K Hold
1,254
– – 0.05% 99
2024
Q2 		$73.4K Buy
1,254
+399
+47% +$23.4K 0.04% 87
2024
Q1 		$49.7K Hold
855
– – 0.03% 103
2023
Q4 		$47.3K Buy
+855
New +$47.3K 0.03% 101