Lake Hills Wealth Management’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
Q1
Sell
-3,282
Closed -$204K 56
2024
Q4
$204K Sell
3,282
-562
-15% -$35K 0.14% 60
2024
Q3
$240K Buy
+3,844
New +$240K 0.16% 48