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

Roberts Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,675
Closed -$235K – 103
2024
Q4 		$235K Buy
+3,675
New +$235K 0.07% 94