Intellectus Partners’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	$281K	Hold	4,167	–	–	0.06%	249
2025 Q4	$275K	Buy	+4,167	New	+$273K	0.05%	245
2020 Q3	–	Sell	-20,855	Closed	-$742K	–	219
2020 Q2	$742K	Sell	20,855 -1,325	-6%	-$44K	0.29%	110
2020 Q1	$638K	Sell	22,180 -3,525	-14%	-$131K	0.3%	99
2019 Q4	$1.06M	Buy	25,705 +2,400	+10%	+$95.1K	0.43%	65
2019 Q3	$901K	Buy	23,305 +2,285	+11%	+$87.8K	0.4%	72
2019 Q2	$817K	Buy	21,020 +9,560	+83%	+$366K	0.35%	83
2019 Q1	$434K	Buy	+11,460	New	+$423K	0.19%	136
2018 Q4	–	Sell	-11,975	Closed	-$484K	–	395
2018 Q3	$484K	Buy	11,975 +80	+0.7%	+$3.22K	0.17%	147
2018 Q2	$465K	Buy	11,895 +440	+4%	+$17K	0.17%	144
2018 Q1	$430K	Buy	11,455 +4,225	+58%	+$162K	0.15%	155
2017 Q4	$274K	Buy	7,230 +210	+3%	+$7.77K	0.1%	187
2017 Q3	$251K	Buy	7,020 +900	+15%	+$31.3K	0.1%	197
2017 Q2	$213K	Buy	+6,120	New	+$211K	0.1%	196