One Wealth Advisors’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	$1.36M	Buy	20,142 +615	+3%	+$42.7K	0.17%	80
2025 Q4	$1.35M	Sell	19,527 -5,102	-21%	-$334K	0.16%	81
2025 Q3	$1.61M	Sell	24,629 -386	-2%	-$24.8K	0.2%	76
2025 Q2	$1.55M	Sell	25,015 -1,165	-4%	-$68.4K	0.22%	72
2025 Q1	$1.53M	Sell	26,180 -408	-2%	-$25.3K	0.23%	73
2024 Q4	$1.66M	Sell	26,588 -483	-2%	-$31K	0.25%	64
2024 Q3	$1.69M	Sell	27,071 -557	-2%	-$33.6K	0.26%	56
2024 Q2	$1.62M	Sell	27,628 -2,842	-9%	-$167K	0.35%	44
2024 Q1	$1.85M	Sell	30,470 -580	-2%	-$32.8K	0.32%	51
2023 Q4	$1.72M	Sell	31,050 -32,220	-51%	-$1.63M	0.33%	50
2023 Q3	$3.16M	Buy	63,270 +33,325	+111%	+$1.75M	0.7%	35
2023 Q2	$1.57M	Buy	29,945 +210	+0.7%	+$10.4K	0.33%	49
2023 Q1	$1.49M	Sell	29,735 -4,630	-13%	-$236K	0.34%	49
2022 Q4	$1.66M	Sell	34,365 -4,605	-12%	-$222K	0.38%	47
2022 Q3	$1.71M	Sell	38,970 -16,085	-29%	-$778K	0.56%	31
2022 Q2	$2.49M	Sell	55,055 -59,930	-52%	-$2.96M	0.67%	34
2022 Q1	$6.17M	Sell	114,985 -16,775	-13%	-$893K	1.51%	17
2021 Q4	$7.46M	Sell	131,760 -13,125	-9%	-$731K	1.89%	13
2021 Q3	$7.62M	Sell	144,885 -21,230	-13%	-$1.14M	2.24%	12
2021 Q2	$8.93M	Sell	166,115 -27,645	-14%	-$1.49M	2.83%	11
2021 Q1	$10.1M	Sell	193,760 -53,130	-22%	-$2.65M	3.87%	9
2020 Q4	$11.3M	Sell	246,890 -7,440	-3%	-$313K	6.16%	6
2020 Q3	$9.43M	Buy	254,330 +12,870	+5%	+$481K	6.5%	7
2020 Q2	$8.59M	Buy	241,460 +36,905	+18%	+$1.23M	6.82%	5
2020 Q1	$5.89M	Buy	204,555 +17,675	+9%	+$657K	5.83%	5
2019 Q4	$7.69M	Buy	+186,880	New	+$7.41M	5.68%	6