Briaud Financial Planning’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
$207K Buy
3,345
+560
+20% +$34.7K 0.08% 35
2025
Q1
$162K Buy
+2,785
New +$162K 0.06% 42
2024
Q4
Hold
0
203