Fiduciary Family Office’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
$203K Sell
3,275
-915
-22% -$56.7K 0.07% 184
2025
Q1
$244K Sell
4,190
-358,086
-99% -$20.9M 0.08% 167
2024
Q4
$22.6M Buy
362,276
+356,701
+6,398% +$22.2M 6.64% 8
2024
Q3
$347K Hold
5,575
0.11% 155
2024
Q2
$326K Buy
5,575
+1,242
+29% +$72.7K 0.13% 155
2024
Q1
$331K Sell
4,333
-1,232
-22% -$94.1K 0.13% 159
2023
Q4
$308K Buy
+5,565
New +$308K 0.13% 162