Wealth & Pension Services Group’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
2019
Q3
$994K Sell
25,725
-9,755
-27% -$377K 0.72% 40
2019
Q2
$1.38M Buy
35,480
+6,140
+21% +$238K 1% 32
2019
Q1
$1.11M Buy
29,340
+11,855
+68% +$449K 0.86% 34
2018
Q4
$581K Sell
17,485
-23,690
-58% -$787K 0.52% 55
2018
Q3
$1.66M Buy
+41,175
New +$1.66M 1.66% 19