Avid Wealth Partners’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	-144,386	Closed	-$9M	–	51
2024 Q4	$9M	Buy	144,386 +49,384	+52%	+$3.08M	6.39%	6
2024 Q3	$5.92M	Buy	+95,002	New	+$5.92M	4.19%	8