Delta Wealth Advisors LLC’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
$5.29M Buy
2025
Q1
$4.91M Buy
2024
Q4
$5.17M Sell
2024
Q3
$6.09M Sell
2024
Q2
$5.92M Buy
2024
Q1
$6.01M Buy