Bernardo Wealth Planning’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	$387K	Buy	5,728 +1	+0%	+$69	0.08%	83
2025 Q4	$378K	Buy	5,727 +1	+0%	+$66	0.07%	91
2025 Q3	$374K	Sell	5,726 -83	-1%	-$5.33K	0.07%	84
2025 Q2	$360K	Buy	5,809 +85	+1%	+$4.99K	0.08%	82
2025 Q1	$334K	Buy	5,724 +1	+0%	+$62	0.08%	83
2024 Q4	$354K	Buy	5,723 +322	+6%	+$20.7K	0.08%	79
2024 Q3	$345K	Buy	5,401 +30	+0.6%	+$1.81K	0.08%	82
2024 Q2	$314K	Hold	5,371	–	–	0.08%	76
2024 Q1	$326K	Buy	5,371 +1	+0%	+$57	0.09%	76
2023 Q4	$298K	Sell	5,370 -500	-9%	-$25.4K	0.09%	72
2023 Q3	$293K	Buy	5,870 +500	+9%	+$26.2K	0.12%	66
2023 Q2	$281K	Sell	5,370 -775	-13%	-$38.5K	0.11%	67
2023 Q1	$308K	Sell	6,145 -245	-4%	-$12.5K	0.13%	67
2022 Q4	$309K	Hold	6,390	–	–	0.14%	65
2022 Q3	$294K	Hold	6,390	–	–	0.17%	65
2022 Q2	$289K	Sell	6,390 -170	-3%	-$8.39K	0.17%	63
2022 Q1	$352K	Hold	6,560	–	–	0.17%	59
2021 Q4	$371K	Hold	6,560	–	–	0.18%	57
2021 Q3	$345K	Hold	6,560	–	–	0.2%	55
2021 Q2	$352K	Hold	6,560	–	–	0.21%	55
2021 Q1	$341K	Sell	6,560 -15,020	-70%	-$750K	0.22%	56
2020 Q4	$992K	Sell	21,580 -180	-0.8%	-$7.58K	0.38%	52
2020 Q3	$806K	Buy	21,760 +285	+1%	+$10.7K	0.36%	57
2020 Q2	$763K	Sell	21,475 -9,565	-31%	-$318K	0.41%	49
2020 Q1	$893K	Sell	31,040 -3,255	-9%	-$121K	0.62%	41
2019 Q4	$1.41M	Buy	34,295 +1,645	+5%	+$65.2K	0.86%	32
2019 Q3	$1.26M	Sell	32,650 -1,155	-3%	-$44.4K	0.91%	26
2019 Q2	$1.31M	Sell	33,805 -12,060	-26%	-$462K	1.03%	26
2019 Q1	$1.74M	Buy	45,865 +2,090	+5%	+$77.2K	1.38%	18
2018 Q4	$1.45M	Buy	+43,775	New	+$1.6M	1.29%	18