Sequent Planning’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	$282K	Buy	4,541 +494	+12%	+$30.6K	0.09%	126
2025 Q1	$236K	Sell	4,047 -116	-3%	-$6.77K	0.09%	130
2024 Q4	$259K	Buy	4,163 +420	+11%	+$26.2K	0.1%	120
2024 Q3	$233K	Buy	+3,743	New	+$233K	0.08%	130