Jentner Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$366K	Hold	5,900	–	–	0.1%	43
2025 Q1	$344K	Hold	5,900	–	–	0.1%	41
2024 Q4	$368K	Hold	5,900	–	–	0.11%	42
2024 Q3	$368K	Hold	5,900	–	–	0.11%	39
2024 Q2	$345K	Hold	5,900	–	–	0.11%	36
2024 Q1	$358K	Hold	5,900	–	–	0.13%	35
2023 Q4	$327K	Hold	5,900	–	–	0.13%	37
2023 Q3	$294K	Hold	5,900	–	–	0.18%	35
2023 Q2	$309K	Hold	5,900	–	–	0.19%	36
2023 Q1	$295K	Hold	5,900	–	–	0.2%	34
2022 Q4	$285K	Hold	5,900	–	–	0.21%	37
2022 Q3	$259K	Sell	5,900 -20	-0.3%	-$878	0.21%	32
2022 Q2	$268K	Hold	5,920	–	–	0.2%	33
2022 Q1	$318K	Buy	5,920 +20	+0.3%	+$1.07K	0.23%	27
2021 Q4	$334K	Hold	5,900	–	–	0.22%	28
2021 Q3	$310K	Sell	5,900 -785	-12%	-$41.2K	0.21%	29
2021 Q2	$359K	Buy	6,685 +785	+13%	+$42.2K	0.25%	27
2021 Q1	$307K	Hold	5,900	–	–	0.24%	26
2020 Q4	$271K	Hold	5,900	–	–	0.27%	27
2020 Q3	$219K	Hold	5,900	–	–	0.24%	26
2020 Q2	$210K	Buy	+5,900	New	+$210K	0.24%	27
2020 Q1	–	Sell	-5,900	Closed	-$243K	–	30
2019 Q4	$243K	Hold	5,900	–	–	0.25%	31
2019 Q3	$228K	Hold	5,900	–	–	0.19%	32
2019 Q2	$229K	Hold	5,900	–	–	0.19%	33
2019 Q1	$223K	Buy	+5,900	New	+$223K	0.18%	32
2018 Q4	–	Sell	-5,900	Closed	-$238K	–	30
2018 Q3	$238K	Sell	5,900 -700	-11%	-$28.2K	0.2%	27
2018 Q2	$257K	Buy	6,600 +700	+12%	+$27.3K	0.21%	24
2018 Q1	$221K	Hold	5,900	–	–	0.19%	26
2017 Q4	$225K	Hold	5,900	–	–	0.2%	26
2017 Q3	$211K	Hold	5,900	–	–	0.19%	27
2017 Q2	$205K	Hold	5,900	–	–	0.19%	26
2017 Q1	$202K	Buy	+5,900	New	+$202K	0.2%	27