Quotient 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
$839K Sell
2025
Q2
$800K Buy
2025
Q1
$721K Sell
2024
Q4
$774K Sell
2024
Q3
$811K Sell
2024
Q2
$813K Sell
2024
Q1
$1.24M Sell
2023
Q4
$2.08M Buy