Strata Wealth Advisors’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
2025
Q2
$972K Sell
2025
Q1
$1.21M Buy
2024
Q4
$973K Hold
2024
Q3
$973K Hold
2024
Q2
$914K Sell
2024
Q1
$967K Buy
2023
Q4
$866K Buy
2023
Q3
$769K Buy