Triad Wealth Partners’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
$917K Sell
2025
Q2
$899K Sell
2025
Q1
$1.2M Sell
2024
Q4
$2.23M Sell
2024
Q3
$6.03M Sell
2024
Q2
$7.72M Buy
2024
Q1
$6.72M Buy