Cascade Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.37M Buy
2025
Q1
$6.23M Buy
2024
Q4
$5.62M Buy
2024
Q3
$5.33M Buy
2024
Q2
$4.77M Buy
2024
Q1
$2.44M Buy