Valued Retirements’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	–	Sell	-13,111	Closed	-$765K	–	92
2025 Q1	$765K	Buy	13,111 +2,977	+29%	+$174K	1.01%	27
2024 Q4	$631K	Buy	10,134 +961	+10%	+$59.9K	0.85%	33
2024 Q3	$572K	Buy	9,173 +272	+3%	+$17K	0.79%	34
2024 Q2	$521K	Buy	+8,901	New	+$521K	0.79%	32