Axim Planning & Wealth’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
Q2
$302K Buy
4,868
+580
+14% +$36K 0.28% 29
2025
Q1
$250K Buy
+4,288
New +$250K 0.22% 27
2022
Q4
Sell
-1,555
Closed -$68K 98
2022
Q3
$68K Hold
1,555
0.07% 38
2022
Q2
$70K Buy
+1,555
New +$70K 0.05% 33