Jamison Private Wealth 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
Q3
$495K Buy
2025
Q2
$435K Buy
2025
Q1
$381K Buy
2024
Q4
$390K Buy
2024
Q3
$330K Buy
2024
Q2
$257K Buy
2024
Q1
$203K Buy
2023
Q4
$169K Buy
2023
Q3
$114K Buy