JFG 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
$321K Hold
2025
Q2
$305K Sell
2025
Q1
$288K Sell
2024
Q4
$309K Buy
2024
Q3
$307K Hold
2024
Q2
$289K Buy
2023
Q1
Sell
2022
Q4
$238K Hold
2022
Q3
$215K Hold
2022
Q2
$222K Sell
2022
Q1
$270K Buy