Warren Street Wealth Advisors’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
$993K Sell
2025
Q2
$1.15M Buy
2025
Q1
$904K Hold
2024
Q4
$965K Sell
2024
Q3
$968K Hold
2024
Q2
$909K Hold
2024
Q1
$943K Buy
2023
Q4
$852K Sell
2023
Q3
$773K Hold
2023
Q2
$811K Sell
2023
Q1
$780K Sell
2022
Q4
$758K Buy
2022
Q3
$613K Hold
2022
Q2
$633K Sell
2022
Q1
$771K Sell
2021
Q4
$989K Buy