Montis Financial’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
$8.14M Sell
2025
Q2
$8.23M Buy
2025
Q1
$7.67M Buy
2024
Q4
$8.14M Buy
2024
Q3
$7.95M Buy