Sterling Group 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 Q1	–	Sell	-3,749	Closed	-$234K	–	62
2024 Q4	$234K	Hold	3,749	–	–	0.12%	59
2024 Q3	$234K	Sell	3,749 -277	-7%	-$17.3K	0.12%	58
2024 Q2	$236K	Buy	+4,026	New	+$236K	0.14%	52