Moss Adams Wealth Advisors’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
$359K Sell
2025
Q2
$395K Sell
2025
Q1
$375K Buy
2024
Q4
$286K Hold
2024
Q3
$286K Buy
2023
Q4
Sell
2023
Q3
$22.8K Hold
2023
Q2
$23.8K Sell
2023
Q1
$33.3K Buy
2022
Q4
$22K Buy