Wingate Wealth Advisors’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	$589K	Sell	9,497 -2,920	-24%	-$181K	0.52%	57
2025 Q1	$725K	Sell	12,417 -401	-3%	-$23.4K	0.83%	43
2024 Q4	$799K	Buy	+12,818	New	+$799K	0.78%	41