LeConte 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
$8.66M Sell
139,586
-42,022
-23% -$2.61M 5.86% 4
2025
Q1
$10.6M Buy
+181,608
New +$10.6M 6.75% 5