Foster Victor Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Sell
2025
Q2
$648K Buy
2025
Q1
$241K Sell
2024
Q4
$287K Sell
2024
Q3
$437K Buy
2024
Q2
$373K Buy
2024
Q1
$215K Sell
2023
Q4
$215K Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2023
Q1
Sell
2022
Q4
$214K Sell
2022
Q3
$269K Buy
2022
Q2
$203K Buy