Legacy Wealth Management (Idaho)’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	$287K	Sell	4,621 -1,531	-25%	-$94.9K	0.15%	65
2025 Q1	$359K	Buy	+6,152	New	+$359K	0.25%	51
2024 Q4	–	Sell	-155	Closed	-$10.1K	–	776
2024 Q3	$10.1K	Buy	+155	New	+$10.1K	0.01%	308