Hibernia Wealth Partners’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
$316K Buy
+5,101
New +$316K 0.1% 73
2024
Q4
Sell
-5,890
Closed -$367K 85
2024
Q3
$367K Buy
+5,890
New +$367K 0.11% 80
2024
Q2
Sell
-5,379
Closed -$327K 103
2024
Q1
$327K Buy
5,379
+1,099
+26% +$66.7K 0.22% 55
2023
Q4
$237K Buy
4,280
+3,760
+723% +$208K 0.18% 59
2023
Q3
$26K Buy
+520
New +$26K 0.02% 113