Almanack Investment Partners’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	–	Sell	-5,636	Closed	-$350K	–	216
2025 Q2	$350K	Buy	+5,636	New	+$331K	0.06%	150
2025 Q1	–	Sell	-14,639	Closed	-$912K	–	169
2024 Q4	$912K	Sell	14,639 -85	-0.6%	-$5.45K	0.14%	79
2024 Q3	$918K	Sell	14,724 -4	-0%	-$241	0.14%	79
2024 Q2	$862K	Sell	14,728 -1,391	-9%	-$81.7K	0.15%	83
2024 Q1	$979K	Buy	16,119 +344	+2%	+$19.5K	0.17%	76
2023 Q4	$874K	Sell	15,775 -3,065	-16%	-$155K	0.16%	71
2023 Q3	$939K	Sell	18,840 -805	-4%	-$42.2K	0.18%	61
2023 Q2	$1.03M	Sell	19,645 -5,320	-21%	-$264K	0.18%	61
2023 Q1	$1.25M	Sell	24,965 -25	-0.1%	-$1.27K	0.25%	51
2022 Q4	$1.21M	Sell	24,990 -30,385	-55%	-$1.47M	0.26%	45
2022 Q3	$2.43M	Buy	55,375 +27,720	+100%	+$1.34M	0.47%	28
2022 Q2	$1.25M	Sell	27,655 -1,655	-6%	-$81.7K	0.12%	120
2022 Q1	$1.57M	Buy	29,310 +595	+2%	+$31.7K	0.14%	107
2021 Q4	$1.63M	Buy	28,715 +1,100	+4%	+$61.2K	0.13%	106
2021 Q3	$1.45M	Buy	27,615 +14,920	+118%	+$803K	0.13%	121
2021 Q2	$682K	Sell	12,695 -165	-1%	-$8.91K	0.07%	178
2021 Q1	$669K	Sell	12,860 -815	-6%	-$40.7K	0.07%	186
2020 Q4	$629K	Sell	13,675 -85	-0.6%	-$3.58K	0.07%	172
2020 Q3	$579K	Buy	+13,760	New	+$514K	0.07%	185
2019 Q3	–	Sell	-5,205	Closed	-$202K	–	264
2019 Q2	$202K	Buy	+5,205	New	+$199K	0.05%	180
2018 Q3	–	Sell	-2,690	Closed	-$105K	–	279
2018 Q2	$105K	Buy	+2,690	New	+$104K	0.05%	145
2017 Q3	–	Sell	-62,550	Closed	-$2.18M	–	173
2017 Q2	$2.18M	Buy	62,550 +12,705	+25%	+$439K	1.22%	23
2017 Q1	$1.71M	Sell	49,845 -10,970	-18%	-$373K	1.28%	24
2016 Q4	$2.01M	Buy	+60,815	New	+$1.93M	1.68%	17