Fourth Dimension 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
$2.08M Buy
33,540
+5,689
+20% +$353K 0.88% 33
2025
Q1
$1.63M Buy
27,851
+20,223
+265% +$1.18M 0.79% 33
2024
Q4
$475K Buy
+7,628
New +$475K 0.25% 68