L.M. Kohn & 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
2025 Q3	–	Sell	-4,469	Closed	-$277K	–	202
2025 Q2	$277K	Sell	4,469 -1,782	-29%	-$105K	0.07%	220
2025 Q1	$365K	Sell	6,251 -131	-2%	-$8.13K	0.1%	172
2024 Q4	$398K	Sell	6,382 -219	-3%	-$14K	0.1%	158
2024 Q3	$411K	Buy	6,601 +451	+7%	+$27.2K	0.1%	168
2024 Q2	$373K	Sell	6,150 -713	-10%	-$41.9K	0.1%	166
2024 Q1	$417K	Sell	6,863 -152	-2%	-$8.61K	0.12%	162
2023 Q4	$389K	Buy	7,015 +240	+4%	+$12.2K	0.12%	148
2023 Q3	$338K	Sell	6,775 -200	-3%	-$10.5K	0.12%	151
2023 Q2	$365K	Buy	6,975 +190	+3%	+$9.44K	0.14%	143
2023 Q1	$339K	Buy	6,785 +5	+0.1%	+$255	0.14%	147
2022 Q4	$328K	Buy	6,780 +5	+0.1%	+$242	0.15%	143
2022 Q3	$298K	Sell	6,775 -280	-4%	-$13.5K	0.15%	151
2022 Q2	$320K	Sell	7,055 -1,575	-18%	-$77.8K	0.15%	160
2022 Q1	$464K	Buy	+8,630	New	+$459K	0.18%	142