Burling 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	$503K	Buy	8,113 +151	+2%	+$9.37K	0.09%	124
2025 Q1	$465K	Buy	7,962 +2,224	+39%	+$130K	0.1%	119
2024 Q4	$358K	Buy	+5,738	New	+$358K	0.07%	134