North Berkeley 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 Q2	$1.63M	Buy	26,307 +5,873	+29%	+$364K	1.5%	14
2025 Q1	$1.19M	Buy	20,434 +1,499	+8%	+$87.5K	1.24%	14
2024 Q4	$1.18M	Buy	+18,935	New	+$1.18M	1.2%	16