Acorn Wealth Advisors’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
Q3
$1.11M Buy
2025
Q2
$291K Buy
2025
Q1
$266K Buy
2024
Q4
$284K Sell
2024
Q3
$323K Buy
2024
Q2
$303K Buy
2024
Q1
$314K Buy
2023
Q4
$286K Buy
2018
Q3
Sell
2018
Q2
$125K Hold
2018
Q1
$121K Buy
2017
Q4
$107K Buy