Financial Gravity Asset 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	$150K	Buy	2,226 +500	+29%	+$34.7K	0.03%	186
2025 Q4	$114K	Hold	1,726	–	–	0.02%	168
2025 Q3	$113K	Buy	+1,726	New	+$111K	0.02%	210
2025 Q1	$153K	Buy	+2,623	New	+$163K	0.03%	176
2024 Q2	$128K	Sell	2,195 -4,111	-65%	-$242K	0.03%	162
2024 Q1	$609K	Sell	6,306 -37,294	-86%	-$2.11M	0.08%	98
2023 Q4	$1.87M	Buy	43,600 +5,230	+14%	+$265K	0.02%	235
2023 Q3	$1.58M	Buy	38,370 +36,375	+1,823%	+$1.91M	0.02%	249
2023 Q2	$104	Buy	1,995 +485	+32%	+$24.1K	﹤0.01%	1298
2023 Q1	$76	Buy	+1,510	New	+$76.9K	﹤0.01%	710
2021 Q1	–	Sell	-745	Closed	-$34K	–	850
2020 Q4	$34K	Buy	+745	New	+$31.4K	0.03%	101
2020 Q2	–	Sell	-22,530	Closed	-$628K	–	426
2020 Q1	$628K	Buy	22,530 +205	+0.9%	+$7.62K	1.94%	3
2019 Q4	$235K	Buy	22,325 +20,295	+1,000%	+$804K	0.16%	89
2019 Q3	$78K	Hold	2,030	–	–	0.07%	239
2019 Q2	$79K	Hold	2,030	–	–	0.06%	256
2019 Q1	$78K	Buy	+2,030	New	+$75K	0.06%	236
2018 Q3	$74K	Buy	2,030 +695	+52%	+$27.9K	0.08%	250
2018 Q2	$53K	Hold	1,335	–	–	0.05%	305
2018 Q1	$50K	Buy	+1,335	New	+$51.1K	0.05%	311