Beese Fulmer Investment Management’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	$5.3M	Buy	+85,510	New	+$5.3M	0.4%	60
2022 Q3	–	Sell	-5,320	Closed	-$241K	–	218
2022 Q2	$241K	Buy	+5,320	New	+$241K	0.03%	196
2020 Q3	–	Sell	-2,920	Closed	-$104K	–	359
2020 Q2	$104K	Buy	+2,920	New	+$104K	0.02%	243