WealthGarden F.S.’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	$620K	Sell	9,834 -3,141	-24%	-$198K	0.51%	63
2025 Q1	$757K	Hold	12,975	–	–	0.73%	50
2024 Q4	$808K	Buy	12,975 +2,810	+28%	+$175K	0.76%	41
2024 Q3	$633K	Buy	10,165 +2,265	+29%	+$141K	0.62%	53
2024 Q2	$462K	Buy	+7,900	New	+$462K	0.49%	68