Wechter Feldman 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
2017
Q2
Sell
-313,480
Closed -$10.7M 29
2017
Q1
$10.7M Buy
313,480
+11,015
+4% +$377K 7.37% 5
2016
Q4
$10M Buy
+302,465
New +$10M 6.55% 6