Level Four Financial’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
2021
Q3
$624K Sell
11,860
-95
-0.8% -$5K 0.27% 95
2021
Q2
$643K Buy
11,955
+300
+3% +$16.1K 0.27% 103
2021
Q1
$607K Sell
11,655
-4,125
-26% -$215K 0.28% 100
2020
Q4
$725K Buy
+15,780
New +$725K 0.31% 87