L.M. Kohn & Company’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
$277K Sell
2025
Q1
$365K Sell
2024
Q4
$398K Sell
2024
Q3
$411K Buy
2024
Q2
$373K Sell
2024
Q1
$417K Sell
2023
Q4
$389K Buy
2023
Q3
$338K Sell
2023
Q2
$365K Buy
2023
Q1
$339K Buy
2022
Q4
$328K Buy
2022
Q3
$298K Sell
2022
Q2
$320K Sell
2022
Q1
$464K Buy