Family Management’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	$312K	Hold	4,627	–	–	0.04%	203
2025 Q4	$305K	Hold	4,627	–	–	0.04%	187
2025 Q3	$302K	Sell	4,627 -377	-8%	-$24.2K	0.04%	160
2025 Q2	$310K	Buy	5,004 +377	+8%	+$22.1K	0.05%	150
2025 Q1	$270K	Hold	4,627	–	–	0.04%	145
2024 Q4	$288K	Buy	4,627 +112	+2%	+$7.18K	0.05%	138
2024 Q3	$281K	Hold	4,515	–	–	0.05%	140
2024 Q2	$264K	Hold	4,515	–	–	0.05%	125
2024 Q1	$274K	Hold	4,515	–	–	0.05%	124
2023 Q4	$250K	Sell	4,515 -3,010	-40%	-$153K	0.05%	117
2023 Q3	$375K	Hold	7,525	–	–	0.09%	91
2023 Q2	$394K	Buy	7,525 +2,515	+50%	+$125K	0.09%	91
2023 Q1	$251K	Buy	5,010 +100	+2%	+$5.09K	0.06%	104
2022 Q4	$238K	Buy	4,910 +2,350	+92%	+$114K	0.06%	126
2022 Q3	$112K	Hold	2,560	–	–	0.03%	140
2022 Q2	$116K	Hold	2,560	–	–	0.03%	152
2022 Q1	$137K	Hold	2,560	–	–	0.04%	155
2021 Q4	$145K	Hold	2,560	–	–	0.04%	165
2021 Q3	$135K	Hold	2,560	–	–	0.04%	161
2021 Q2	$138K	Hold	2,560	–	–	0.04%	181
2021 Q1	$133K	Hold	2,560	–	–	0.04%	152
2020 Q4	$118K	Buy	+2,560	New	+$108K	0.04%	161
2020 Q3	–	Sell	-18,530	Closed	-$659K	–	142
2020 Q2	$659K	Sell	18,530 -2,635	-12%	-$87.5K	0.27%	72
2020 Q1	$609K	Sell	21,165 -5,275	-20%	-$196K	0.3%	66
2019 Q4	$1.09M	Sell	26,440 -2,620	-9%	-$104K	0.38%	62
2019 Q3	$1.12M	Sell	29,060 -42,870	-60%	-$1.65M	0.42%	56
2019 Q2	$2.79M	Sell	71,930 -11,440	-14%	-$438K	1.1%	30
2019 Q1	$3.16M	Sell	83,370 -1,350	-2%	-$49.9K	1.36%	21
2018 Q4	$2.81M	Buy	+84,720	New	+$3.09M	1.18%	25