Latko 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
Q2
$388K Buy
6,260
+376
+6% +$23.3K 0.22% 26
2025
Q1
$343K Sell
5,884
-381
-6% -$22.2K 0.22% 22
2024
Q4
$390K Buy
6,265
+641
+11% +$39.9K 0.23% 24
2024
Q3
$351K Buy
+5,624
New +$351K 0.21% 26