Williams Financial’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 Q1	–	Sell	-10,640	Closed	-$590K	–	27
2023 Q4	$590K	Buy	10,640 +50	+0.5%	+$2.77K	0.43%	23
2023 Q3	$528K	Buy	+10,590	New	+$528K	0.4%	24