ORG 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
$964K Sell
15,338
-1,337
-8% -$84K 0.23% 66
2025
Q1
$979K Buy
16,675
+16,564
+14,923% +$972K 0.3% 63
2024
Q4
$6.92K Buy
+111
New +$6.92K ﹤0.01% 396