Ameliora Wealth Management’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
$931K Sell
15,009
-4,276
-22% -$265K 0.33% 46
2025
Q1
$1.13M Sell
19,285
-1,007
-5% -$58.8K 0.42% 39
2024
Q4
$1.26M Buy
+20,292
New +$1.26M 0.47% 40