Clarendon Private’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	$1.63M	Buy	26,216 +4,042	+18%	+$251K	1.56%	14
2025 Q1	$1.29M	Buy	22,174 +2,989	+16%	+$174K	1.37%	16
2024 Q4	$1.2M	Buy	+19,185	New	+$1.2M	1.25%	19