Goldstein Advisors’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	$6.56M	Buy	97,127 +575	+0.6%	+$39.9K	0.73%	25
2025 Q4	$6.37M	Sell	96,552 -2,359	-2%	-$155K	0.73%	24
2025 Q3	$6.45M	Sell	98,911 -1,977	-2%	-$127K	0.78%	23
2025 Q2	$6.26M	Buy	100,888 +957	+1%	+$56.2K	0.84%	21
2025 Q1	$5.83M	Buy	99,931 +16,239	+19%	+$1.01M	0.85%	20
2024 Q4	$5.21M	Buy	83,692 +387	+0.5%	+$24.8K	0.76%	22
2024 Q3	$5.19M	Sell	83,305 -1,451	-2%	-$87.5K	0.79%	20
2024 Q2	$4.96M	Buy	84,756 +2,218	+3%	+$130K	0.83%	22
2024 Q1	$5.01M	Buy	82,538 +1,398	+2%	+$79.1K	0.86%	21
2023 Q4	$4.5M	Sell	81,140 -3,790	-4%	-$192K	0.76%	22
2023 Q3	$4.24M	Sell	84,930 -1,485	-2%	-$77.8K	0.88%	22
2023 Q2	$4.52M	Buy	86,415 +1,400	+2%	+$69.6K	0.95%	22
2023 Q1	$4.25M	Buy	85,015 +9,895	+13%	+$504K	0.94%	24
2022 Q4	$3.63M	Buy	+75,120	New	+$3.63M	0.88%	23