Total Wealth 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
2022
Q3
Sell
-5,405
Closed -$244K 86
2022
Q2
$244K Sell
5,405
-595
-10% -$26.9K 0.07% 74
2022
Q1
$322K Buy
+6,000
New +$322K 0.09% 68