CVFG LLC’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	$545K	Sell	8,791 -261	-3%	-$16.2K	0.43%	51
2025 Q1	$528K	Sell	9,052 -1,072	-11%	-$62.5K	0.48%	47
2024 Q4	$631K	Buy	+10,124	New	+$631K	0.58%	41