Precedent Wealth Partners’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
$8.5M Sell
2025
Q2
$8.52M Sell
2025
Q1
$8.56M Sell
2024
Q4
$10.8M Sell
2024
Q3
$13.6M Sell
2024
Q2
$12.9M Sell
2024
Q1
$13.4M Buy
2023
Q4
$11.5M Buy