GeoWealth Management’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
Q2
$403K Sell
2025
Q1
$680K Sell
2024
Q4
$730K Buy
2024
Q3
$3.62K Buy
2019
Q4
Sell
2019
Q3
$1.41M Buy