Crowley 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
$650K Buy
10,475
+339
+3% +$21K 0.59% 30
2025
Q1
$591K Sell
10,136
-751
-7% -$43.8K 0.56% 37
2024
Q4
$678K Buy
+10,887
New +$678K 0.6% 34