O'Connor Financial Group’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 Q1	–	Sell	-8,205	Closed	-$455K	–	50
2023 Q4	$455K	Buy	8,205 +50	+0.6%	+$2.77K	0.28%	41
2023 Q3	$407K	Sell	8,155 -890	-10%	-$44.4K	0.28%	41
2023 Q2	$473K	Buy	9,045 +65	+0.7%	+$3.4K	0.33%	40
2023 Q1	$449K	Buy	+8,980	New	+$449K	0.34%	43