Obermeyer Wealth Partners’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
Q3
$322K Buy
2025
Q2
$281K Buy
2025
Q1
$264K Buy
2013
Q3
Sell
2013
Q2
$43K Buy