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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,110
Closed -$692K 185
2024
Q4
$692K Buy
+11,110
New +$692K 0.3% 95