Meristem Family Wealth’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
2022
Q1
$1.8M Sell
33,605
-150
-0.4% -$8.05K 0.2% 56
2021
Q4
$1.91M Buy
33,755
+10
+0% +$566 0.16% 67
2021
Q3
$1.78M Buy
33,745
+7,010
+26% +$369K 0.17% 68
2021
Q2
$1.44M Buy
+26,735
New +$1.44M 0.23% 56