Triad Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.07M Sell
2023
Q2
$1.13M Sell
2023
Q1
$1.12M Sell
2022
Q4
$1.13M Buy
2022
Q3
$1M Sell
2022
Q2
$1.03M Buy
2022
Q1
$1.17M Sell
2021
Q4
$1.26M Buy