OneAscent Wealth Management’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
Q2
$203K Sell
2025
Q1
$261K Sell
2024
Q4
$293K Sell
2024
Q3
$296K Buy
2024
Q2
Sell
2024
Q1
$320K Sell
2023
Q4
$308K Buy
2023
Q2
Sell
2023
Q1
$204K Buy