BSTWA
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Blake Schutter Theil Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.37M Buy
70,502
+1,629
+2% +$101K 4.96% 3
2025
Q1
$4.02M Buy
68,873
+285
+0.4% +$16.6K 4.57% 3
2024
Q4
$4.27M Buy
68,588
+367
+0.5% +$22.9K 4.51% 3
2024
Q3
$4.25M Buy
+68,221
New +$4.25M 3.05% 4