Braun-Bostich & Associates’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	$238K	Sell	3,525 -341	-9%	-$23.7K	0.15%	105
2025 Q4	$255K	Buy	3,866 +341	+10%	+$22.3K	0.16%	100
2025 Q3	$230K	Hold	3,525	–	–	0.14%	113
2025 Q2	$219K	Hold	3,525	–	–	0.15%	111
2025 Q1	$206K	Hold	3,525	–	–	0.15%	109
2024 Q4	$220K	Hold	3,525	–	–	0.16%	99
2024 Q3	$220K	Hold	3,525	–	–	0.15%	106
2024 Q2	$206K	Sell	3,525 -1,505	-30%	-$88.4K	0.15%	107
2024 Q1	$306K	Sell	5,030 -1,505	-23%	-$85.2K	0.26%	93
2023 Q4	$362K	Buy	+6,535	New	+$331K	0.33%	76
2023 Q3	–	Sell	-6,535	Closed	-$342K	–	75
2023 Q2	$342K	Hold	6,535	–	–	0.73%	51
2023 Q1	$327K	Buy	+6,535	New	+$333K	0.77%	48
2022 Q1	–	Sell	-6,230	Closed	-$336K	–	104
2021 Q4	$336K	Buy	+6,230	New	+$347K	0.08%	76
2020 Q3	–	Sell	-160	Closed	-$6K	–	288
2020 Q2	$6K	Hold	160	–	–	0.01%	255
2020 Q1	$4K	Sell	160 -250	-61%	-$9.29K	0.01%	260
2019 Q4	$17K	Buy	+410	New	+$16.2K	0.02%	201
2019 Q3	–	Sell	-3,165	Closed	-$123K	–	190
2019 Q2	$123K	Sell	3,165 -1,755	-36%	-$67.3K	0.13%	123
2019 Q1	$186K	Sell	4,920 -16,875	-77%	-$623K	0.19%	104
2018 Q4	$724K	Sell	21,795 -400	-2%	-$14.6K	0.77%	33
2018 Q3	$894K	Buy	22,195 +1,725	+8%	+$69.3K	0.86%	30
2018 Q2	$797K	Sell	20,470 -21,585	-51%	-$834K	0.8%	34
2018 Q1	$1.58M	Sell	42,055 -2,105	-5%	-$80.5K	1.37%	20
2017 Q4	$1.68M	Buy	+44,160	New	+$1.63M	1.42%	20