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

Next Level Wealth Planning’s Portfolio IJH Stock Details IJH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$442K Sell
7,121
-3,617
-34% -$224K 0.28% 30
2025
Q1 		$627K Buy
10,738
+1
+0% +$58 0.47% 18
2024
Q4 		$669K Buy
+10,737
New +$669K 0.53% 15