XY Planning Network’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
$964K Buy
15,541
+2,054
+15% +$127K 0.33% 73
2025
Q1
$787K Sell
13,487
-38,641
-74% -$2.25M 0.52% 51
2024
Q4
$3.25M Buy
+52,128
New +$3.25M 2.44% 9