Luminvest 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
$782K Hold
2025
Q2
$758K Hold
2025
Q1
$695K Hold
2024
Q4
$742K Hold
2024
Q3
$761K Hold
2024
Q2
$703K Hold
2024
Q1
$735K Sell
2023
Q4
$744K Buy