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Lifeworks Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lifeworks Advisors’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$303K Sell
4,881
-2,651
-35% -$164K 0.05% 250
2025
Q1 		$439K Buy
7,532
+938
+14% +$54.7K 0.07% 194
2024
Q4 		$411K Sell
6,594
-8,011
-55% -$499K 0.07% 193
2024
Q3 		$910K Buy
+14,605
New +$910K 0.18% 122