Medallion Wealth Advisors, LLC’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
2026
Q1
$273K Sell
2025
Q4
$296K Sell
2025
Q3
$304K Buy
2025
Q2
$292K Buy
2025
Q1
$272K Buy
2024
Q4
$261K Buy