Marshall & Sterling Wealth Advisors’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	$55.7K	Hold	898	–	–	0.04%	150
2025 Q1	$52.4K	Buy	898 +151	+20%	+$8.81K	0.04%	151
2024 Q4	$46.5K	Buy	+747	New	+$46.5K	0.03%	132