Verum Partners’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
$213K Buy
+3,433
New +$213K 0.05% 156
2025
Q1
Sell
-4,289
Closed -$267K 164
2024
Q4
$267K Buy
4,289
+15
+0.4% +$935 0.08% 135
2024
Q3
$266K Buy
4,274
+12
+0.3% +$748 0.08% 134
2024
Q2
$249K Sell
4,262
-1,704
-29% -$99.7K 0.08% 133
2024
Q1
$362K Sell
5,966
-119
-2% -$7.23K 0.13% 101
2023
Q4
$337K Sell
6,085
-2,915
-32% -$162K 0.13% 97
2023
Q3
$449K Buy
+9,000
New +$449K 0.2% 79