Axis 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
Q2
$3.27M Sell
52,665
-2,820
-5% -$175K 2.15% 10
2025
Q1
$3.24M Buy
55,485
+36,170
+187% +$2.11M 2.39% 7
2024
Q4
$1.2M Buy
+19,315
New +$1.2M 1.01% 26