VCI Wealth Management’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
Q3
Sell
-90,029
Closed -$5.27M 110
2024
Q2
$5.27M Buy
90,029
+26,685
+42% +$1.56M 2.6% 10
2024
Q1
$3.85M Sell
63,344
-13,216
-17% -$803K 2.6% 8
2023
Q4
$4.24M Buy
+76,560
New +$4.24M 2.58% 8