Hollow Brook Wealth 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	$460K	Sell	6,815 -6,750	-50%	-$468K	0.12%	64
2025 Q4	$895K	Sell	13,565 -6,750	-33%	-$442K	0.23%	53
2025 Q3	$1.33M	Buy	20,315 +6,750	+50%	+$434K	0.31%	54
2025 Q2	$841K	Hold	13,565	–	–	0.24%	52
2025 Q1	$792K	Sell	13,565 -2,890	-18%	-$179K	0.23%	52
2024 Q4	$1.03M	Hold	16,455	–	–	0.32%	52
2024 Q3	$1.03M	Hold	16,455	–	–	0.3%	54
2024 Q2	$963K	Hold	16,455	–	–	0.33%	52
2024 Q1	$999K	Hold	16,455	–	–	0.37%	50
2023 Q4	$912K	Hold	16,455	–	–	0.36%	50
2023 Q3	$821K	Hold	16,455	–	–	0.34%	52
2023 Q2	$861K	Hold	16,455	–	–	0.37%	51
2023 Q1	$823K	Hold	16,455	–	–	0.39%	49
2022 Q4	$796K	Buy	16,455 +120	+0.7%	+$5.8K	0.38%	50
2022 Q3	$716K	Hold	16,335	–	–	0.41%	49
2022 Q2	$739K	Hold	16,335	–	–	0.41%	47
2022 Q1	$877K	Hold	16,335	–	–	0.39%	47
2021 Q4	$925K	Buy	16,335 +2,995	+22%	+$167K	0.47%	47
2021 Q3	$702K	Hold	13,340	–	–	0.44%	48
2021 Q2	$717K	Hold	13,340	–	–	0.45%	41
2021 Q1	$694K	Hold	13,340	–	–	0.46%	35
2020 Q4	$613K	Sell	13,340 -2,995	-18%	-$126K	0.37%	33
2020 Q3	$605K	Buy	16,335 +2,995	+22%	+$112K	0.38%	32
2020 Q2	$474K	Hold	13,340	–	–	0.36%	31
2020 Q1	$384K	Hold	13,340	–	–	0.36%	30
2019 Q4	$549K	Hold	13,340	–	–	0.29%	39
2019 Q3	$516K	Hold	13,340	–	–	0.35%	39
2019 Q2	$518K	Hold	13,340	–	–	0.47%	36
2019 Q1	$505K	Hold	13,340	–	–	0.55%	33
2018 Q4	$443K	Hold	13,340	–	–	0.47%	36
2018 Q3	$537K	Hold	13,340	–	–	0.42%	40
2018 Q2	$520K	Hold	13,340	–	–	0.41%	43
2018 Q1	$500K	Hold	13,340	–	–	0.4%	39
2017 Q4	$506K	Buy	+13,340	New	+$493K	0.37%	35