Atria Wealth Solutions’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 Q2	$16.6M	Sell	264,304 -410,133	-61%	-$24.1M	0.38%	54
2025 Q1	$39.4M	Sell	674,437 -5,508	-0.8%	-$342K	0.47%	35
2024 Q4	$42.4M	Buy	679,945 +12,647	+2%	+$811K	0.46%	34
2024 Q3	$41.6M	Buy	667,298 +5,857	+0.9%	+$353K	0.45%	35
2024 Q2	$38.7M	Buy	661,441 +35,426	+6%	+$2.08M	0.43%	37
2024 Q1	$38M	Buy	626,015 +28,785	+5%	+$1.63M	0.43%	35
2023 Q4	$33.1M	Sell	597,230 -43,380	-7%	-$2.2M	0.42%	40
2023 Q3	$32M	Buy	640,610 +82,570	+15%	+$4.33M	0.45%	36
2023 Q2	$29.2M	Sell	558,040 -10,240	-2%	-$509K	0.4%	40
2023 Q1	$28.4M	Sell	568,280 -26,990	-5%	-$1.38M	0.42%	41
2022 Q4	$28.8M	Buy	595,270 +35,540	+6%	+$1.72M	0.46%	32
2022 Q3	$24.5M	Buy	559,730 +79,790	+17%	+$3.86M	0.43%	42
2022 Q2	$21.7M	Sell	479,940 -35,205	-7%	-$1.74M	0.44%	52
2022 Q1	$27.6M	Buy	+515,145	New	+$27.4M	0.46%	31