Elevate 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
Q3
$35.2K Hold
2025
Q2
$33.5K Hold
2025
Q1
$31.5K Hold
2024
Q4
$33.6K Hold
2024
Q3
$33.7K Hold
2024
Q2
$31.6K Hold
2024
Q1
$32.8K Hold
2023
Q4
$29.9K Buy