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Tepp RIA’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tepp RIA’s Portfolio IJH Stock Details IJH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.45M Sell
23,442
-8,411
-26% -$522K 1.88% 7
2025
Q1 		$1.86M Sell
31,853
-2,934
-8% -$171K 2.52% 8
2024
Q4 		$2.17M Buy
+34,787
New +$2.17M 3.21% 5