Waterway 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 Q2	–	Sell	-3,475	Closed	-$211K	–	69
2024 Q1	$211K	Sell	3,475 -2,630	-43%	-$160K	0.09%	67
2023 Q4	$339K	Buy	+6,105	New	+$339K	0.14%	50