SGL Investment Advisors’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
$660K Buy
10,411
+704
+7% +$44.6K 0.31% 65
2025
Q1
$572K Buy
9,707
+1,866
+24% +$110K 0.3% 64
2024
Q4
$497K Sell
7,841
-24
-0.3% -$1.52K 0.25% 72
2024
Q3
$510K Buy
+7,865
New +$510K 0.26% 71