Regimen 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
2023
Q4
Sell
-6,850
Closed -$342K 66
2023
Q3
$342K Buy
+6,850
New +$342K 0.14% 43
2023
Q1
Sell
-4,915
Closed -$238K 67
2022
Q4
$238K Buy
+4,915
New +$238K 0.16% 48