Flywheel Private Wealth’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
$4.77M Sell
76,843
-7,323
-9% -$454K 3.82% 7
2025
Q1
$4.91M Sell
84,166
-2,070
-2% -$121K 4.48% 6
2024
Q4
$5.37M Buy
+86,236
New +$5.37M 4.94% 6