Wipfli Financial Advisors’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
2022
Q3
$20.1M Buy
458,590
+243,725
+113% +$10.7M 1.41% 13
2022
Q2
$9.72M Sell
214,865
-15,080
-7% -$682K 1.06% 14
2022
Q1
$12.3M Buy
+229,945
New +$12.3M 1.25% 11