Obermeyer Wealth Partners’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	$281K	Buy	4,537 +18	+0.4%	+$1.12K	0.01%	228
2025 Q1	$264K	Buy	+4,519	New	+$264K	0.01%	218
2013 Q3	–	Sell	-1,860	Closed	-$43K	–	165
2013 Q2	$43K	Buy	+1,860	New	+$43K	0.01%	139