Barnes Wealth Management Group’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
$370K Sell
5,971
-2,166
-27% -$134K 0.22% 99
2025
Q1
$475K Buy
8,137
+917
+13% +$53.5K 0.3% 75
2024
Q4
$450K Buy
+7,220
New +$450K 0.3% 75