Royal Harbor 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
Q1
Sell
-50,527
Closed -$3.15M 48
2024
Q4
$3.15M Buy
+50,527
New +$3.15M 1.19% 25
2023
Q2
Sell
-40,580
Closed -$2.03M 75
2023
Q1
$2.03M Sell
40,580
-89,530
-69% -$4.48M 1.09% 27
2022
Q4
$6.29M Buy
+130,110
New +$6.29M 3.89% 5