TWM
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Tanglewood Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-475,461
Closed -$34M 30
2023
Q1
$34M Buy
475,461
+3,175
+0.7% +$227K 4.94% 6
2022
Q4
$32.3M Sell
472,286
-13,328
-3% -$910K 4.83% 9
2022
Q3
$30.6M Buy
+485,614
New +$30.6M 4.62% 11