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

Naviter Wealth’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 		$347K Buy
5,587
+440
+9% +$27.3K 0.04% 224
2025
Q1 		$300K Hold
5,147
– – 0.04% 234
2024
Q4 		$321K Hold
5,147
– – 0.04% 234
2024
Q3 		$321K Hold
5,147
– – 0.04% 199
2024
Q2 		$301K Buy
+5,147
New +$301K 0.05% 196