Financial Life Planners’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
$400K Sell
6,455
-1,612
-20% -$100K 0.33% 39
2025
Q1
$471K Sell
8,067
-169
-2% -$9.86K 0.46% 27
2024
Q4
$513K Buy
+8,236
New +$513K 0.43% 27