Acima Private Wealth’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
2026 Q2	$15.4M	Sell	199,457 -40,732	-17%	-$2.99M	4.47%	4
2026 Q1	$16.2M	Buy	240,189 +101	+0%	+$7.01K	5.09%	3
2025 Q4	$15.8M	Sell	240,088 -42,146	-15%	-$2.76M	4.92%	3
2025 Q3	$18.4M	Sell	282,234 -694	-0.2%	-$44.6K	5.77%	3
2025 Q2	$17.5M	Buy	282,928 +23,503	+9%	+$1.38M	5.98%	3
2025 Q1	$15.1M	Sell	259,425 -35,205	-12%	-$2.19M	5.43%	3
2024 Q4	$18.4M	Buy	294,630 +685	+0.2%	+$43.9K	6.18%	3
2024 Q3	$18.3M	Buy	293,945 +4,411	+2%	+$266K	6.14%	3
2024 Q2	$16.9M	Buy	289,534 +21,836	+8%	+$1.28M	6.23%	3
2024 Q1	$16.3M	Buy	267,698 +10,948	+4%	+$620K	5.99%	3
2023 Q4	$14.2M	Buy	256,750 +67,040	+35%	+$3.4M	5.56%	2
2023 Q3	$9.46M	Buy	189,710 +6,160	+3%	+$323K	4.21%	2
2023 Q2	$9.6M	Buy	183,550 +470	+0.3%	+$23.4K	4.59%	2
2023 Q1	$9.16M	Buy	183,080 +1,185	+0.7%	+$60.4K	4.5%	1
2022 Q4	$8.8M	Buy	181,895 +4,115	+2%	+$199K	4.51%	2
2022 Q3	$7.8M	Buy	177,780 +510	+0.3%	+$24.7K	4.01%	4
2022 Q2	$8.02M	Buy	177,270 +5,610	+3%	+$277K	4%	2
2022 Q1	$9.21M	Sell	171,660 -25,055	-13%	-$1.33M	4.26%	2
2021 Q4	$11.1M	Buy	196,715 +9,230	+5%	+$514K	4.79%	1
2021 Q3	$9.86M	Buy	187,485 +280	+0.1%	+$15.1K	4.53%	2
2021 Q2	$10.1M	Buy	187,205 +4,020	+2%	+$217K	4.62%	1
2021 Q1	$9.54M	Sell	183,185 -10,480	-5%	-$523K	4.69%	1
2020 Q4	$8.9M	Buy	193,665 +13,795	+8%	+$581K	4.61%	1
2020 Q3	$6.67M	Buy	179,870 +63,775	+55%	+$2.38M	4.02%	2
2020 Q2	$4.13M	Buy	116,095 +7,655	+7%	+$254K	2.67%	8
2020 Q1	$3.12M	Buy	108,440 +106,290	+4,944%	+$3.95M	2.4%	9
2019 Q4	$89K	Sell	2,150 -600	-22%	-$23.8K	0.06%	166
2019 Q3	$106K	Buy	+2,750	New	+$106K	0.08%	160