Optivise Advisory Services’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	$938K	Sell	15,119 -22	-0.1%	-$1.36K	0.48%	56
2025 Q1	$883K	Buy	15,141 +38	+0.3%	+$2.22K	0.5%	50
2024 Q4	$941K	Sell	15,103 -69	-0.5%	-$4.3K	0.51%	55
2024 Q3	$946K	Sell	15,172 -6,215	-29%	-$387K	0.5%	53
2024 Q2	$1.25M	Buy	+21,387	New	+$1.25M	0.68%	40