Shira Ridge Wealth Management’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
$384K Buy
2025
Q2
$337K Hold
2025
Q1
$317K Sell
2024
Q4
$350K Buy
2024
Q3
$350K Buy
2024
Q2
$316K Buy
2024
Q1
$328K Buy
2023
Q4
$296K Sell
2023
Q3
$273K Buy
2023
Q2
$237K Buy
2023
Q1
$210K Buy