Independence Wealth 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
2020 Q4	$7.89M	Sell	171,685 -5,215	-3%	-$220K	17.7%	2
2020 Q3	$6.56M	Buy	176,900 +480	+0.3%	+$17.9K	16.92%	3
2020 Q2	$6.27M	Buy	176,420 +4,565	+3%	+$152K	15.09%	3
2020 Q1	$4.95M	Sell	171,855 -3,200	-2%	-$119K	5.94%	9
2019 Q4	$7.21M	Buy	175,055 +4,180	+2%	+$166K	7%	6
2019 Q3	$6.6M	Sell	170,875 -15,295	-8%	-$588K	6.97%	7
2019 Q2	$7.23M	Buy	186,170 +11,100	+6%	+$425K	7.13%	6
2019 Q1	$6.63M	Sell	175,070 -54,505	-24%	-$2.01M	7.15%	7
2018 Q4	$7.63M	Buy	229,575 +895	+0.4%	+$32.7K	9.16%	2
2018 Q3	$9.21M	Sell	228,680 -5,790	-2%	-$233K	9.32%	4
2018 Q2	$9.13M	Sell	234,470 -10,025	-4%	-$387K	9.49%	3
2018 Q1	$9.17M	Sell	244,495 -6,245	-2%	-$239K	8.48%	3
2017 Q4	$9.52M	Buy	+250,740	New	+$9.27M	8.7%	3