Mark Sheptoff Financial Planning’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	$37.6K	Hold	607	–	–	0.02%	205
2025 Q1	$35.4K	Buy	607 +52	+9%	+$3.03K	0.02%	191
2024 Q4	$34.6K	Buy	555 +50	+10%	+$3.12K	0.02%	205
2024 Q3	$31.5K	Hold	505	–	–	0.02%	207
2024 Q2	$29.6K	Hold	505	–	–	0.02%	226
2024 Q1	$30.7K	Buy	505 +105	+26%	+$6.38K	0.02%	206
2023 Q4	$22.2K	Hold	400	–	–	0.01%	218
2023 Q3	$19.9K	Hold	400	–	–	0.01%	213
2023 Q2	$20.9K	Hold	400	–	–	0.01%	220
2023 Q1	$20K	Hold	400	–	–	0.01%	221
2022 Q4	$19.4K	Hold	400	–	–	0.01%	220
2022 Q3	$18K	Hold	400	–	–	0.01%	216
2022 Q2	$18K	Hold	400	–	–	0.01%	225
2022 Q1	$21K	Hold	400	–	–	0.01%	242
2021 Q4	$23K	Hold	400	–	–	0.01%	244
2021 Q3	$21K	Hold	400	–	–	0.01%	240
2021 Q2	$21K	Hold	400	–	–	0.01%	265
2021 Q1	$21K	Hold	400	–	–	0.01%	228
2020 Q4	$18K	Hold	400	–	–	0.01%	229
2020 Q3	$15K	Hold	400	–	–	0.01%	208
2020 Q2	$14K	Hold	400	–	–	0.01%	227
2020 Q1	$12K	Hold	400	–	–	0.01%	218
2019 Q4	$16K	Hold	400	–	–	0.01%	238
2019 Q3	$15K	Hold	400	–	–	0.01%	239
2019 Q2	$16K	Hold	400	–	–	0.01%	226
2019 Q1	$15K	Buy	400 +25	+7%	+$938	0.01%	230
2018 Q4	$12K	Hold	375	–	–	0.01%	227
2018 Q3	$15K	Hold	375	–	–	0.01%	260
2018 Q2	$15K	Hold	375	–	–	0.01%	245
2018 Q1	$14K	Hold	375	–	–	0.01%	257
2017 Q4	$14K	Hold	375	–	–	0.01%	261
2017 Q3	$13K	Hold	375	–	–	0.01%	270
2017 Q2	$13K	Sell	375 -5	-1%	-$173	0.01%	263
2017 Q1	$13K	Buy	380 +5	+1%	+$171	0.01%	263
2016 Q4	$12K	Buy	+375	New	+$12K	0.01%	258