Gries Financial’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
2025 Q3	$4.8M	Sell	73,565 -43	-0.1%	-$2.76K	0.76%	22
2025 Q2	$4.57M	Sell	73,608 -1,801	-2%	-$106K	0.83%	18
2025 Q1	$4.4M	Sell	75,409 -900	-1%	-$55.9K	0.85%	18
2024 Q4	$4.75M	Sell	76,309 -2,439	-3%	-$156K	0.84%	20
2024 Q3	$4.91M	Sell	78,748 -2,053	-3%	-$124K	0.92%	19
2024 Q2	$4.73M	Sell	80,801 -2,247	-3%	-$132K	0.97%	15
2024 Q1	$5.04M	Sell	83,048 -2,677	-3%	-$152K	0.84%	18
2023 Q4	$4.75M	Sell	85,725 -3,715	-4%	-$188K	1.04%	15
2023 Q3	$4.46M	Buy	89,440 +285	+0.3%	+$14.9K	1.2%	13
2023 Q2	$4.66M	Buy	89,155 +1,015	+1%	+$50.4K	1.29%	13
2023 Q1	$4.41M	Sell	88,140 -1,170	-1%	-$59.6K	1.3%	13
2022 Q4	$4.32M	Sell	89,310 -970	-1%	-$46.9K	1.43%	11
2022 Q3	$3.96M	Buy	90,280 +175	+0.2%	+$8.46K	1.68%	8
2022 Q2	$4.08M	Sell	90,105 -2,490	-3%	-$123K	1.94%	7
2022 Q1	$4.97M	Buy	92,595 +530	+0.6%	+$28.2K	1.83%	6
2021 Q4	$5.21M	Buy	92,065 +5,710	+7%	+$318K	2.13%	7
2021 Q3	$4.54M	Buy	86,355 +1,830	+2%	+$98.5K	1.43%	10
2021 Q2	$4.52M	Buy	84,525 +205	+0.2%	+$11.1K	1.45%	11
2021 Q1	$4.51M	Buy	+84,320	New	+$4.21M	1.44%	13