Adero 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
Q1
$212K Sell
2024
Q4
$271K Sell
2024
Q3
$272K Hold
2024
Q2
$256K Hold
2024
Q1
$265K Hold
2023
Q4
$242K Sell
2023
Q3
$221K Hold
2023
Q2
$232K Hold
2023
Q1
$222K Hold
2022
Q4
$215K Sell
2022
Q3
$245K Buy