LeJeune Puetz Investment Counsel’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
2023
Q1
$545K Hold
10,900
0.2% 113
2022
Q4
$527K Hold
10,900
0.2% 112
2022
Q3
$478K Hold
10,900
0.2% 109
2022
Q2
$493K Hold
10,900
0.19% 110
2022
Q1
$584K Hold
10,900
0.2% 105
2021
Q4
$617K Hold
10,900
0.21% 103
2021
Q3
$573K Hold
10,900
0.21% 106
2021
Q2
$586K Hold
10,900
0.22% 103
2021
Q1
$567K Hold
10,900
0.22% 102
2020
Q4
$501K Hold
10,900
0.22% 104
2020
Q3
$404K Hold
10,900
0.2% 104
2020
Q2
$388K Hold
10,900
0.2% 103
2020
Q1
$314K Sell
10,900
-250
-2% -$7.2K 0.18% 111
2019
Q4
$459K Hold
11,150
0.22% 107
2019
Q3
$431K Hold
11,150
0.22% 105
2019
Q2
$433K Hold
11,150
0.22% 103
2019
Q1
$422K Hold
11,150
0.23% 103
2018
Q4
$370K Hold
11,150
0.23% 101
2018
Q3
$449K Hold
11,150
0.26% 94
2018
Q2
$434K Buy
11,150
+8,375
+302% +$326K 0.27% 94
2018
Q1
$104K Hold
2,775
0.06% 147
2017
Q4
$105K Buy
+2,775
New +$105K 0.06% 149