Vericrest Private Wealth’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
Q2
$3.16M Sell
69,890
-1,195
-2% -$54.1K 3.88% 8
2022
Q1
$3.82M Sell
71,085
-2,380
-3% -$128K 3.97% 5
2021
Q4
$4.16M Buy
+73,465
New +$4.16M 3.86% 8