Joel Adams & Associates’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
$3.44M Buy
55,422
+1,460
+3% +$90.5K 3.04% 8
2025
Q1
$3.15M Buy
53,962
+1,301
+2% +$75.9K 2.83% 9
2024
Q4
$3.28M Buy
+52,661
New +$3.28M 2.98% 9