Lyons 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
Sell
2016
Q4
$397K Buy
2016
Q3
$224K Sell
2016
Q2
$491K Sell
2016
Q1
$517K Buy
2015
Q3
Sell
2015
Q2
$812K Buy
2015
Q1
$652K Sell
2014
Q4
$800K Sell
2014
Q3
$2.24M Buy
2014
Q2
$2.33M Buy
2014
Q1
Sell
2013
Q4
$10.8M Buy
2013
Q3
$305K Buy