Lee-Kelleher 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	$8.82M	Buy	142,231 +5,481	+4%	+$340K	5.86%	6
2025 Q1	$7.98M	Buy	136,750 +2,503	+2%	+$146K	5.87%	6
2024 Q4	$8.36M	Buy	+134,247	New	+$8.36M	5.96%	6