BlueStem 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	$34M	Buy	547,970 +133,652	+32%	+$8.29M	4.18%	7
2025 Q1	$24.2M	Sell	414,318 -409,455	-50%	-$23.9M	3.3%	10
2024 Q4	$51.3M	Buy	+823,773	New	+$51.3M	6.74%	4