MGO Private Wealth’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
Q2
$417K Sell
2025
Q1
$396K Hold
2024
Q4
$423K Sell
2024
Q3
$433K Buy
2024
Q2
$381K Sell
2024
Q1
$398K Sell
2023
Q4
$370K Sell
2023
Q3
$352K Sell
2023
Q2
$738K Sell
2023
Q1
$749K Sell
2022
Q4
$3.82M Buy
2022
Q3
$2.46M Buy