Mosaic Family Wealth Partners’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
$225K Sell
2025
Q1
$270K Buy
2024
Q4
$235K Buy
2024
Q2
Sell
2024
Q1
$209K Sell
2023
Q4
$209K Sell
2023
Q3
$235K Hold
2023
Q2
$246K Sell
2023
Q1
$239K Sell
2022
Q4
$351K Buy