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Mowery & Schoenfeld Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$447K Sell
7,200
-1,197
-14% -$74.2K 0.68% 27
2025
Q1 		$490K Buy
8,397
+1,197
+17% +$69.8K 0.96% 25
2024
Q4 		$449K Buy
+7,200
New +$449K 0.87% 25