Delap Wealth Advisory’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
Q4
$621K Buy
2024
Q2
Sell
2024
Q1
$265K Buy
2023
Q4
$208K Buy
2023
Q1
Sell
2022
Q4
$282K Buy