NEIRG Wealth Management’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
Q3
Sell
-18,940
Closed -$990K 46
2023
Q2
$990K Sell
18,940
-4,140
-18% -$217K 0.18% 76
2023
Q1
$1.15M Sell
23,080
-2,025
-8% -$101K 0.2% 78
2022
Q4
$1.21M Buy
+25,105
New +$1.21M 0.23% 81