Proathlete Wealth Management’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
Sell
-340,235
Closed -$19.9M 320
2025
Q1
$19.9M Buy
340,235
+20,136
+6% +$1.18M 7.24% 4
2024
Q4
$19.9M Buy
320,099
+21,675
+7% +$1.35M 7.51% 4
2024
Q3
$18.6M Buy
298,424
+16,377
+6% +$1.02M 7.66% 4
2024
Q2
$16.5M Buy
282,047
+13,756
+5% +$805K 7.81% 4
2024
Q1
$16.3M Buy
268,291
+9,936
+4% +$604K 8.67% 4
2023
Q4
$14.3M Buy
+258,355
New +$14.3M 8.47% 4