Arcadia Wealth Management (New Hampshire)’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
Q1
Sell
-62,359
Closed -$3.89M 66
2024
Q4
$3.89M Buy
62,359
+21,675
+53% +$1.35M 1.97% 12
2024
Q3
$2.53M Buy
40,684
+2,106
+5% +$131K 1.33% 19
2024
Q2
$2.26M Buy
+38,578
New +$2.26M 1.29% 20