Fiduciary Alliance’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
$261K Sell
4,203
-831
-17% -$51.5K 0.02% 415
2025
Q1
$294K Buy
5,034
+1,702
+51% +$99.3K 0.03% 322
2024
Q4
$208K Buy
+3,332
New +$208K 0.02% 337
2023
Q3
Sell
-2,495
Closed -$131K 527
2023
Q2
$131K Buy
+2,495
New +$131K 0.03% 182