James J. Burns & Company’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	$343K	Buy	5,077 +156	+3%	+$10.8K	0.05%	113
2025 Q4	$325K	Sell	4,921 -31	-0.6%	-$2.03K	0.04%	124
2025 Q3	$323K	Buy	4,952 +6	+0.1%	+$386	0.05%	121
2025 Q2	$307K	Buy	4,946 +9	+0.2%	+$528	0.05%	124
2025 Q1	$288K	Buy	4,937 +111	+2%	+$6.89K	0.05%	118
2024 Q4	$301K	Sell	4,826 -175	-3%	-$11.2K	0.05%	114
2024 Q3	$312K	Sell	5,001 -24	-0.5%	-$1.45K	0.06%	105
2024 Q2	$295K	Buy	+5,025	New	+$295K	0.06%	101
2024 Q1	–	Sell	-5,005	Closed	-$278K	–	98
2023 Q4	$278K	Buy	5,005 +5	+0.1%	+$254	0.07%	99
2023 Q3	$249K	Sell	5,000 -60	-1%	-$3.14K	0.07%	91
2023 Q2	$264K	Sell	5,060 -225	-4%	-$11.2K	0.07%	94
2023 Q1	$264K	Buy	+5,285	New	+$269K	0.07%	99