ADG Wealth Management Group’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
2025
Q2
$5.9M Sell
95,152
-16,178
-15% -$1M 5.02% 9
2025
Q1
$6.5M Sell
111,330
-3,987
-3% -$233K 6.13% 8
2024
Q4
$7.19M Buy
+115,317
New +$7.19M 6.38% 6