Bernard Wealth 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	$1.14M	Sell	18,452 -37	-0.2%	-$2.3K	0.53%	32
2025 Q1	$1.08M	Sell	18,489 -272	-1%	-$15.9K	0.53%	32
2024 Q4	$1.17M	Buy	+18,761	New	+$1.17M	0.55%	30