Summit Wealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Summit Wealth Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$273K	Hold
2025 Q2	$259K	Buy
2025 Q1	$225K	Hold
2024 Q4	$240K	Hold
2024 Q3	$240K	Hold
2024 Q2	$225K	Buy
2023 Q3	–	Sell
2023 Q2	$201K	Sell
2023 Q1	$1K	Buy
2021 Q4	–	Sell
2021 Q3	$203K	Buy