Sagespring Wealth 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	$25.8M	Sell	416,468 -58,935	-12%	-$3.66M	0.56%	35
2025 Q1	$27.7M	Sell	475,403 -253,326	-35%	-$14.8M	0.7%	31
2024 Q4	$45.4M	Buy	+728,729	New	+$45.4M	1.2%	20