SoundView 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
$10.8M Buy
174,391
+11,138
+7% +$691K 3.98% 7
2025
Q1
$9.53M Buy
163,253
+5,669
+4% +$331K 3.93% 7
2024
Q4
$9.82M Buy
+157,584
New +$9.82M 4.05% 8