Congress Wealth Management’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	$60.1M	Buy	969,258 +168,005	+21%	+$9.86M	0.58%	27
2025 Q1	$46.8M	Buy	801,253 +16,741	+2%	+$1.04M	0.56%	31
2024 Q4	$48.9M	Buy	784,512 +6,255	+0.8%	+$401K	0.67%	29
2024 Q3	$48.5M	Buy	778,257 +628,140	+418%	+$37.9M	0.65%	25
2024 Q2	$8.78M	Sell	150,117 -3,477	-2%	-$204K	0.14%	188
2024 Q1	$9.33M	Buy	153,594 +45,364	+42%	+$2.57M	0.16%	174
2023 Q4	$6M	Buy	108,230 +18,985	+21%	+$963K	0.11%	204
2023 Q3	$4.45M	Buy	89,245 +7,055	+9%	+$370K	0.09%	225
2023 Q2	$4.3M	Sell	82,190 -15,960	-16%	-$793K	0.1%	205
2023 Q1	$4.91M	Sell	98,150 -22,355	-19%	-$1.14M	0.12%	188
2022 Q4	$5.83M	Buy	120,505 +8,165	+7%	+$394K	0.15%	174
2022 Q3	$4.93M	Buy	112,340 +5,655	+5%	+$273K	0.13%	182
2022 Q2	$4.83M	Sell	106,685 -4,600	-4%	-$227K	0.12%	190
2022 Q1	$5.97M	Sell	111,285 -25,090	-18%	-$1.34M	0.13%	184
2021 Q4	$7.72M	Buy	+136,375	New	+$7.59M	0.15%	177