Copia Wealth Management’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
$127K Sell
2,055
-269
-12% -$16.7K 0.11% 110
2025
Q1
$136K Hold
2,324
0.13% 106
2024
Q4
$145K Buy
+2,324
New +$145K 0.14% 95