Holistic Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Holistic Planning’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$730K	Sell
2025 Q2	$711K	Buy
2025 Q1	$617K	Sell
2024 Q4	$670K	Sell
2024 Q3	$712K	Buy
2024 Q2	$489K	Sell
2024 Q1	$511K	Sell
2023 Q4	$493K	Buy