Sandbox Financial Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.2M Buy
2025
Q2
$9.17M Buy
2025
Q1
$362K Sell
2024
Q4
$8.78M Sell
2024
Q3
$11.4M Buy
2024
Q2
$10.2M Buy
2024
Q1
$10.1M Buy
2023
Q4
$9.05M Buy
2023
Q3
$8.04M Buy
2023
Q2
$7.66M Buy
2023
Q1
$6.7M Buy
2022
Q4
$6.2M Buy
2022
Q3
$5.48M Buy
2022
Q2
$5.55M Buy
2022
Q1
$6.42M Buy
2021
Q4
$4.18M Buy
2021
Q3
$3.32M Buy