Marshall Financial Group (Maryland)’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	$851K	Sell	13,479 -1,510	-10%	-$95.4K	0.17%	148
2025 Q1	$875K	Sell	14,989 -1,018	-6%	-$59.4K	0.19%	131
2024 Q4	$997K	Sell	16,007 -242	-1%	-$15.1K	0.24%	108
2024 Q3	$1.01M	Buy	+16,249	New	+$1.01M	0.24%	114