SWA
IJH icon

Serenus Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Serenus Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.5M Sell
347,335
-66,919
-16% -$4.15M 3.65% 6
2025
Q1 		$24.2M Sell
414,254
-12,217
-3% -$713K 4.01% 6
2024
Q4 		$26.6M Buy
+426,471
New +$26.6M 4.62% 6