Lee-Kelleher Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.52M	Sell	38,688 -60	-0.2%	-$5.46K	2.34%	11
2025 Q1	$3.23M	Sell	38,748 -42	-0.1%	-$3.5K	2.37%	11
2024 Q4	$3.53M	Buy	+38,790	New	+$3.53M	2.51%	10