Defined Financial Planning’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
$298K Buy
4,762
+21
+0.4% +$1.31K 0.26% 48
2025
Q1
$278K Buy
4,741
+294
+7% +$17.2K 0.28% 58
2024
Q4
$277K Buy
+4,447
New +$277K 0.3% 51