Modern 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
Q2
$966K Sell
2025
Q1
$914K Buy
2024
Q4
$769K Buy
2024
Q3
$571K Buy
2024
Q2
$436K Buy
2024
Q1
$363K Buy
2023
Q4
$270K Buy