Root Financial Partners’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	$692K	Buy	11,151 +439	+4%	+$27.2K	0.07%	94
2025 Q1	$625K	Sell	10,712 -3,680	-26%	-$215K	0.07%	94
2024 Q4	$897K	Buy	14,392 +4,611	+47%	+$287K	0.11%	69
2024 Q3	$610K	Buy	9,781 +5,786	+145%	+$361K	0.1%	79
2024 Q2	$234K	Buy	+3,995	New	+$234K	0.05%	101