Beirne Wealth Consulting Services’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	$1.13M	Buy	14,607 +198	+1%	+$14.5K	0.22%	44
2026 Q1	$975K	Sell	14,409 -86,276	-86%	-$5.98M	0.28%	51
2025 Q4	$6.65M	Buy	100,685 +1,783	+2%	+$117K	1.93%	14
2025 Q3	$6.46M	Buy	98,902 +680	+0.7%	+$43.7K	1.55%	15
2025 Q2	$6.09M	Buy	98,222 +29,463	+43%	+$1.73M	1.98%	14
2025 Q1	$4.01M	Buy	68,759 +469	+0.7%	+$29.1K	1.43%	18
2024 Q4	$4.26M	Buy	68,290 +532	+0.8%	+$34.1K	1.53%	16
2024 Q3	$4.22M	Buy	67,758 +6,292	+10%	+$379K	1.48%	16
2024 Q2	$3.6M	Buy	61,466 +2,087	+4%	+$123K	1.45%	21
2024 Q1	$3.61M	Buy	59,379 +859	+1%	+$48.6K	1.53%	17
2023 Q4	$3.25M	Buy	58,520 +24,190	+70%	+$1.23M	1.61%	15
2023 Q3	$1.8M	Hold	34,330	–	–	1.43%	14
2023 Q2	$1.8M	Buy	34,330 +14,105	+70%	+$701K	1.43%	14
2023 Q1	$1.02M	Sell	20,225 -920	-4%	-$46.9K	0.71%	31
2022 Q4	$1.03M	Sell	21,145 -1,005	-5%	-$48.6K	0.5%	33
2022 Q3	$974K	Sell	22,150 -2,005	-8%	-$96.9K	0.37%	38
2022 Q2	$1.09M	Sell	24,155 -15,085	-38%	-$745K	0.71%	26
2022 Q1	$2.12M	Buy	39,240 +120	+0.3%	+$6.39K	1.18%	18
2021 Q4	$2.23M	Buy	39,120 +1,550	+4%	+$86.3K	1.22%	17
2021 Q3	$2M	Buy	37,570 +740	+2%	+$39.8K	1.14%	19
2021 Q2	$2M	Buy	36,830 +10,380	+39%	+$560K	1.1%	22
2021 Q1	$1.38M	Buy	26,450 +345	+1%	+$17.2K	0.81%	26
2020 Q4	$1.2M	Buy	+26,105	New	+$1.1M	0.59%	36
2019 Q3	–	Sell	-25,130	Closed	-$976K	–	138
2019 Q2	$976K	Hold	25,130	–	–	0.88%	33
2019 Q1	$952K	Hold	25,130	–	–	0.75%	36
2018 Q4	$835K	Buy	+25,130	New	+$917K	0.71%	36