Rochester Wealth Strategies’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
$9.79M Buy
157,915
+16,660
+12% +$1.03M 7.02% 5
2025
Q1
$8.24M Buy
+141,255
New +$8.24M 6.54% 6