My Personal CFO LLC’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
Sell
2025
Q2
$443K Hold
2025
Q1
$417K Hold
2024
Q4
$445K Hold
2024
Q3
$445K Sell
2024
Q2
$420K Hold
2024
Q1
$436K Hold
2023
Q4
$398K Hold
2023
Q3
$358K Hold
2023
Q2
$375K Buy
2023
Q1
$355K Buy
2022
Q4
$4.84K Buy