Accretive Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.7M Buy
2025
Q1
$14.3M Buy
2024
Q4
$13.3M Buy
2024
Q3
$13.2M Sell
2024
Q2
$12.5M Sell
2024
Q1
$12.6M Buy
2023
Q4
$11.6M Buy
2023
Q3
$10.2M Buy
2023
Q2
$10.2M Buy
2023
Q1
$8.91M Buy
2022
Q4
$8.48M Buy
2022
Q3
$7.09M Buy
2022
Q2
$4.31M Buy
2022
Q1
$4.99M Buy