Essential 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
Q1
Sell
-51,897
Closed -$3.33M 176
2024
Q4
$3.33M Buy
+51,897
New +$3.33M 0.02% 149