Westmount Partners’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
$794K Sell
2025
Q2
$760K Sell
2025
Q1
$731K Buy
2024
Q4
$773K Buy
2024
Q3
$771K Buy
2024
Q2
$716K Buy
2024
Q1
$749K Buy
2023
Q4
$578K Buy
2023
Q3
$516K Buy
2023
Q2
$420K Buy
2023
Q1
$401K Buy
2022
Q4
$387K Buy