Values Added Financial’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
$386K Sell
2025
Q2
$418K Hold
2025
Q1
$393K Sell
2024
Q4
$461K Hold
2024
Q3
$461K Hold
2024
Q2
$433K Buy
2024
Q1
$399K Buy
2023
Q4
$364K Buy