New Century Financial Group’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 Q2	$400K	Buy	6,442 +2,256	+54%	+$140K	0.47%	56
2025 Q1	$244K	Sell	4,186 -11,042	-73%	-$644K	0.28%	108
2024 Q4	$958K	Sell	15,228 -5,723	-27%	-$360K	0.41%	63
2024 Q3	$1.31M	Sell	20,951 -243	-1%	-$15.1K	0.48%	47
2024 Q2	$1.24M	Buy	+21,194	New	+$1.24M	0.53%	39