SIMA Wealth 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
2026
Q1
$670K Sell
2025
Q4
$659K Sell
2025
Q3
$656K Sell
2025
Q2
$625K Sell
2025
Q1
$615K Sell
2024
Q4
$669K Sell
2024
Q3
$686K Sell
2024
Q2
$652K Buy