Noble 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
2024
Q3
Sell
-4,480
Closed -$262K 60
2024
Q2
$262K Hold
4,480
0.08% 59
2024
Q1
$272K Hold
4,480
0.08% 59
2023
Q4
$248K Hold
4,480
0.08% 59
2023
Q3
$223K Hold
4,480
0.08% 59
2023
Q2
$234K Hold
4,480
0.08% 57
2023
Q1
$224K Buy
+4,480
New +$224K 0.08% 56