Walden Wealth Partners’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
Q2
$1.26M Buy
21,615
+315
+1% +$18.4K 0.71% 23
2024
Q1
$1.26M Sell
21,300
-1,190
-5% -$70.4K 0.73% 23
2023
Q4
$1.25M Buy
+22,490
New +$1.25M 0.79% 23