Northwest 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
Q4
Sell
-502
Closed -$31.3K 308
2024
Q3
$31.3K Buy
+502
New +$31.3K 0.02% 278
2024
Q1
Sell
-6,760
Closed -$375K 286
2023
Q4
$375K Buy
+6,760
New +$375K 0.32% 56