Everhart Financial Group’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
$250K Buy
4,032
+39
+1% +$2.42K 0.03% 303
2025
Q1
$233K Buy
3,993
+46
+1% +$2.68K 0.03% 301
2024
Q4
$246K Sell
3,947
-2
-0.1% -$125 0.05% 280
2024
Q3
$246K Buy
+3,949
New +$246K 0.05% 288