Plum Street Advisors’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
$372K Hold
5,991
0.16% 71
2025
Q1
$350K Hold
5,991
0.17% 71
2024
Q4
$373K Hold
5,991
0.18% 67
2024
Q3
$373K Hold
5,991
0.19% 67
2024
Q2
$351K Hold
5,991
0.2% 59
2024
Q1
$373K Buy
5,991
+1
+0% +$62 0.19% 67
2023
Q4
$332K Buy
+5,990
New +$332K 0.22% 54