Envision Financial’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
$380K Buy
6,122
+1
+0% +$62 0.25% 41
2025
Q1
$357K Sell
6,121
-1,965
-24% -$115K 0.27% 38
2024
Q4
$504K Buy
+8,086
New +$504K 0.4% 34