Wingate 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
$621K Buy
2025
Q2
$589K Sell
2025
Q1
$725K Sell
2024
Q4
$799K Buy