Summitry LLC’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
-5,823
Closed -$363K 149
2024
Q3
$363K Buy
+5,823
New +$363K 0.02% 93
2024
Q2
Sell
-4,000
Closed -$243K 119
2024
Q1
$243K Buy
+4,000
New +$243K 0.01% 96