SWP Financial’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
Q3
$2.88M Sell
2025
Q2
$2.75M Sell
2025
Q1
$2.59M Sell
2024
Q4
$2.8M Sell
2024
Q3
$9.65M Buy
2024
Q2
$7.2M Buy
2024
Q1
$2.5M Buy
2023
Q4
$1.99M Buy