Kelleher Financial Advisors’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
Q2
$510K Hold
2025
Q1
$480K Hold
2024
Q4
$513K Hold
2024
Q3
$513K Hold
2024
Q2
$481K Hold
2024
Q1
$500K Hold
2023
Q4
$456K Hold
2023
Q3
$410K Hold
2023
Q2
$430K Hold
2023
Q1
$412K Buy