Atlantic Private Wealth’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
$1.38K Hold
2025
Q2
$1.31K Buy
2024
Q4
Sell
2024
Q3
$54.5K Hold
2024
Q2
$51.2K Hold
2024
Q1
$53.1K Hold
2023
Q4
$48.5K Sell
2023
Q3
$44.9K Buy
2023
Q2
Sell
2023
Q1
$10.8K Buy