Curio Wealth’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
$119K Buy
1,920
+1,917
+63,900% +$119K 0.05% 95
2025
Q1
$169K Sell
3
-2,704
-100% -$152M 0.09% 79
2024
Q4
$169K Buy
+2,707
New +$169K 0.09% 74