Litman Gregory Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$41M Sell
2025
Q2
$41.4M Sell
2025
Q1
$50.8M Buy
2021
Q2
Sell
2021
Q1
$3K Hold
2020
Q4
$3K Buy
2020
Q1
Sell
2019
Q4
$21K Hold
2019
Q3
$20K Hold
2019
Q2
$20K Buy