Strategies 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
$664K Sell
2025
Q1
$625K Sell
2024
Q4
$708K Sell
2024
Q3
$782K Sell
2024
Q2
$790K Sell
2024
Q1
$916K Buy
2023
Q4
$814K Buy
2023
Q3
$718K Sell
2023
Q2
$804K Buy
2023
Q1
$657K Buy
2022
Q4
$619K Buy
2022
Q2
$402K Sell
2022
Q1
$477K Sell
2021
Q4
$516K Buy