PWS

Proactive Wealth Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$849K	Buy	13,697 +43	+0.3%	+$2.67K	0.4%	68
2025 Q1	$797K	Sell	13,654 -2	-0%	-$117	0.43%	65
2024 Q4	$851K	Sell	13,656 -230	-2%	-$14.3K	0.44%	61
2024 Q3	$865K	Buy	+13,886	New	+$865K	0.48%	56