LGT Financial 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
2024 Q1	–	Sell	-475	Closed	-$26.3K	–	823
2023 Q4	$26.3K	Sell	475 -330	-41%	-$18.3K	0.03%	291
2023 Q3	$40.1K	Buy	805 +385	+92%	+$19.2K	0.05%	235
2023 Q2	$22K	Buy	+420	New	+$22K	0.02%	178