Atlas Private Wealth Advisors’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	-4,976	Closed	-$309K	–	162
2025 Q2	$309K	Buy	4,976 +1,364	+38%	+$80.1K	0.04%	158
2025 Q1	$211K	Sell	3,612 -279	-7%	-$17.3K	0.03%	176
2024 Q4	$242K	Buy	3,891 +4	+0.1%	+$257	0.03%	148
2024 Q3	$242K	Sell	3,887 -398	-9%	-$24K	0.04%	141
2024 Q2	$251K	Buy	+4,285	New	+$252K	0.04%	135
2024 Q1	–	Sell	-4,815	Closed	-$267K	–	137
2023 Q4	$267K	Sell	4,815 -140	-3%	-$7.1K	0.05%	131
2023 Q3	$247K	Sell	4,955 -45	-0.9%	-$2.36K	0.05%	158
2023 Q2	$262K	Buy	+5,000	New	+$248K	0.05%	155
2022 Q1	–	Sell	-4,540	Closed	-$257K	–	147
2021 Q4	$257K	Sell	4,540 -2,625	-37%	-$146K	0.12%	127
2021 Q3	$377K	Sell	7,165 -475	-6%	-$25.6K	0.2%	100
2021 Q2	$411K	Buy	7,640 +885	+13%	+$47.8K	0.22%	85
2021 Q1	$352K	Sell	6,755 -100	-1%	-$4.99K	0.2%	89
2020 Q4	$315K	Sell	6,855 -670	-9%	-$28.2K	0.21%	86
2020 Q3	$279K	Sell	7,525 -1,665	-18%	-$62.2K	0.23%	82
2020 Q2	$327K	Buy	+9,190	New	+$305K	0.29%	78