SMART Wealth’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
$233K Buy
3,756
+150
+4% +$9.3K 0.07% 156
2025
Q1
$210K Sell
3,606
-310
-8% -$18.1K 0.08% 149
2024
Q4
$244K Buy
+3,916
New +$244K 0.09% 131