Allegheny Financial Group’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 Q1	$9.34M	Buy	138,343 +2,090	+2%	+$145K	1.26%	18
2025 Q4	$8.99M	Buy	136,253 +62,464	+85%	+$4.09M	1.33%	19
2025 Q3	$4.82M	Buy	73,789 +3,390	+5%	+$218K	0.9%	20
2025 Q2	$4.37M	Sell	70,399 -970	-1%	-$56.9K	0.97%	19
2025 Q1	$4.16M	Buy	71,369 +14,762	+26%	+$917K	1.07%	17
2024 Q4	$3.53M	Buy	56,607 +8,212	+17%	+$527K	0.91%	18
2024 Q3	$3.02M	Buy	48,395 +1,390	+3%	+$83.8K	0.74%	20
2024 Q2	$2.75M	Buy	47,005 +16,809	+56%	+$988K	0.79%	21
2024 Q1	$1.83M	Sell	30,196 -994	-3%	-$56.3K	0.57%	30
2023 Q4	$1.73M	Buy	31,190 +3,195	+11%	+$162K	0.56%	33
2023 Q3	$1.4M	Buy	27,995 +12,545	+81%	+$657K	0.52%	33
2023 Q2	$808K	Sell	15,450 -10,420	-40%	-$518K	0.38%	48
2023 Q1	$1.29M	Buy	25,870 +2,205	+9%	+$112K	0.52%	33
2022 Q4	$1.14M	Buy	23,665 +25	+0.1%	+$1.21K	0.48%	37
2022 Q3	$1.04M	Buy	23,640 +835	+4%	+$40.4K	0.49%	38
2022 Q2	$1.03M	Buy	22,805 +8,515	+60%	+$420K	0.48%	41
2022 Q1	$767K	Buy	14,290 +8,315	+139%	+$443K	0.32%	61
2021 Q4	$338K	Buy	5,975 +15	+0.3%	+$835	0.13%	110
2021 Q3	$314K	Sell	5,960 -165	-3%	-$8.88K	0.14%	104
2021 Q2	$329K	Sell	6,125 -720	-11%	-$38.9K	0.15%	102
2021 Q1	$356K	Buy	6,845 +745	+12%	+$37.2K	0.26%	61
2020 Q4	$280K	Buy	+6,100	New	+$257K	0.15%	100