Lee-Kelleher Wealth Management’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
Q3
$9.9M Buy
2025
Q2
$8.82M Buy
2025
Q1
$7.98M Buy
2024
Q4
$8.36M Buy