Global Wealth Management’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	$6.75M	Sell	106,128 -8,258	-7%	-$526K	3.7%	9
2025 Q1	$6.67M	Sell	114,386 -3,542	-3%	-$207K	3.85%	8
2024 Q4	$7.35M	Buy	117,928 +2,047	+2%	+$128K	4.69%	8
2024 Q3	$7.22M	Buy	+115,881	New	+$7.22M	4.89%	8