Liberty Square 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	$1.89M	Sell	30,484 -3,401	-10%	-$211K	0.65%	28
2025 Q1	$1.98M	Buy	33,885 +295	+0.9%	+$17.2K	0.75%	24
2024 Q4	$2.15M	Buy	+33,590	New	+$2.15M	0.78%	23