Symphony Financial Services’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	-4,006	Closed	-$250K	–	88
2024 Q4	$250K	Sell	4,006 -2,693	-40%	-$168K	0.2%	66
2024 Q3	$296K	Buy	6,699 +3,111	+87%	+$138K	0.25%	56
2024 Q2	$208K	Buy	+3,588	New	+$208K	0.18%	78