Zimmermann Investment Management & Planning’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	–	Sell	-16,915	Closed	-$765K	–	97
2022 Q2	$765K	Buy	16,915 +3,965	+31%	+$179K	0.52%	45
2022 Q1	$695K	Buy	+12,950	New	+$695K	0.41%	49