Novak Financial Planning’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
2021
Q2
$1.17M Sell
21,815
-290
-1% -$15.6K 0.57% 56
2021
Q1
$1.15M Sell
22,105
-2,315
-9% -$121K 0.63% 53
2020
Q4
$1.12M Buy
+24,420
New +$1.12M 0.66% 45