SpringVest Wealth Management’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
$2.04M Sell
32,841
-537
-2% -$33.3K 1.65% 16
2025
Q1
$1.95M Sell
33,378
-4,563
-12% -$266K 1.61% 14
2024
Q4
$2.36M Buy
+37,941
New +$2.36M 2.03% 14