Avaii Wealth Management’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
$9.24M Buy
2025
Q2
$8.6M Sell
2025
Q1
$9.68M Buy
2024
Q4
$359K Hold
2024
Q3
$359K Hold
2024
Q2
$337K Hold
2024
Q1
$350K Hold
2023
Q4
$319K Sell
2023
Q3
$305K Sell
2023
Q2
$328K Hold
2023
Q1
$314K Sell
2022
Q4
$312K Sell
2022
Q3
$288K Buy
2022
Q2
$284K Sell
2022
Q1
$353K Hold
2021
Q4
$372K Buy