Tanglewood Legacy Advisors’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
Q2
$163K Hold
2,635
0.07% 102
2025
Q1
$154K Hold
2,635
0.07% 107
2024
Q4
$164K Hold
2,635
0.07% 99
2024
Q3
$164K Hold
2,635
0.07% 96
2024
Q2
$154K Hold
2,635
0.07% 100
2024
Q1
$160K Buy
+2,635
New +$160K 0.08% 97