Financial Insights’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$619K	Sell	9,973 -2,030	-17%	-$126K	0.23%	61
2025 Q1	$700K	Buy	12,003 +1,520	+14%	+$88.7K	0.28%	47
2024 Q4	$653K	Sell	10,483 -2,880	-22%	-$179K	0.24%	53
2024 Q3	$833K	Sell	13,363 -335	-2%	-$20.9K	0.26%	61
2024 Q2	$802K	Sell	13,698 -407	-3%	-$23.8K	0.22%	70
2024 Q1	$857K	Buy	14,105 +11,284	+400%	+$685K	0.24%	74
2023 Q4	$782K	Hold	2,821	–	–	0.24%	75
2023 Q3	$666K	Sell	2,821 -1,050	-27%	-$248K	0.24%	76
2023 Q2	$1.01M	Buy	3,871 +229	+6%	+$59.9K	0.37%	51
2023 Q1	$911K	Sell	3,642 -251	-6%	-$62.8K	0.37%	48
2022 Q4	$942K	Buy	3,893 +1,247	+47%	+$302K	0.45%	48
2022 Q3	$580K	Buy	2,646 +801	+43%	+$176K	0.39%	54
2022 Q2	$417K	Sell	1,845 -8	-0.4%	-$1.81K	0.42%	48
2022 Q1	$497K	Sell	1,853 -26	-1%	-$6.97K	0.46%	43
2021 Q4	$532K	Hold	1,879	–	–	0.46%	41
2021 Q3	$494K	Hold	1,879	–	–	0.45%	42
2021 Q2	$5.05M	Sell	1,879 -155	-8%	-$416K	0.42%	42
2021 Q1	$529K	Hold	2,034	–	–	0.39%	44
2020 Q4	$467K	Hold	2,034	–	–	0.36%	44
2020 Q3	$377K	Sell	2,034 -9,888	-83%	-$1.83M	0.32%	46
2020 Q2	$362	Buy	11,922 +9,888	+486%	+$300	0.32%	46
2020 Q1	$293K	Buy	2,034 +45	+2%	+$6.48K	0.31%	49
2019 Q4	$409K	Buy	1,989 +14	+0.7%	+$2.88K	0.36%	40
2019 Q3	$382K	Hold	1,975	–	–	0.37%	39
2019 Q2	$370K	Hold	1,975	–	–	0.38%	36
2019 Q1	$389K	Buy	1,975 +60	+3%	+$11.8K	0.41%	33
2018 Q4	$351K	Buy	+1,915	New	+$351K	0.39%	32