Aufman Associates’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	$254K	Hold	4,091	–	–	0.16%	52
2025 Q1	$239K	Hold	4,091	–	–	0.16%	51
2024 Q4	$255K	Sell	4,091 -291	-7%	-$18.1K	0.17%	49
2024 Q3	$273K	Sell	4,382 -663	-13%	-$41.3K	0.18%	50
2024 Q2	$295K	Hold	5,045	–	–	0.21%	34
2024 Q1	$306K	Hold	5,045	–	–	0.22%	33
2023 Q4	$280K	Hold	5,045	–	–	0.21%	33
2023 Q3	$252K	Hold	5,045	–	–	0.21%	33
2023 Q2	$264K	Hold	5,045	–	–	0.22%	34
2023 Q1	$252K	Hold	5,045	–	–	0.21%	36
2022 Q4	$244K	Hold	5,045	–	–	0.23%	37
2022 Q3	$221K	Hold	5,045	–	–	0.23%	38
2022 Q2	$228K	Hold	5,045	–	–	0.22%	39
2022 Q1	$271K	Hold	5,045	–	–	0.21%	36
2021 Q4	$286K	Hold	5,045	–	–	0.21%	36
2021 Q3	$265K	Sell	5,045 -55	-1%	-$2.89K	0.22%	33
2021 Q2	$274K	Hold	5,100	–	–	0.21%	35
2021 Q1	$265K	Hold	5,100	–	–	0.22%	33
2020 Q4	$234K	Buy	+5,100	New	+$234K	0.21%	36
2020 Q1	–	Sell	-5,100	Closed	-$210K	–	39
2019 Q4	$210K	Buy	+5,100	New	+$210K	0.22%	40