Partnership 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
Q3
$11M Sell
2025
Q2
$10.5M Sell
2025
Q1
$10.1M Buy
2024
Q4
$10.7M Buy
2024
Q3
$9.21M Buy
2024
Q2
$3.48M Sell
2024
Q1
$4.3M Buy
2023
Q4
$3.76M Buy