Naviter Wealth’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
Q2
$347K Buy
2025
Q1
$300K Hold
2024
Q4
$321K Hold
2024
Q3
$321K Hold
2024
Q2
$301K Buy