Legacy Capital Wealth Partners’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	$241K	Sell	3,884 -207	-5%	-$12.8K	0.05%	332
2025 Q1	$239K	Hold	4,091	–	–	0.06%	320
2024 Q4	$255K	Buy	+4,091	New	+$255K	0.06%	297
2021 Q2	–	Sell	-4,755	Closed	-$248K	–	48
2021 Q1	$248K	Buy	+4,755	New	+$248K	0.1%	72