Revolve Wealth Partners’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 Q2	$1.96M	Sell	25,391 -301	-1%	-$22.1K	0.2%	71
2026 Q1	$1.73M	Sell	25,692 -4,845	-16%	-$336K	0.23%	63
2025 Q4	$2.02M	Sell	30,537 -1,877	-6%	-$123K	0.24%	61
2025 Q3	$2.12M	Sell	32,414 -79	-0.2%	-$5.08K	0.25%	56
2025 Q2	$2.02M	Sell	32,493 -52	-0.2%	-$3.05K	0.26%	59
2025 Q1	$1.9M	Sell	32,545 -308	-0.9%	-$19.1K	0.27%	56
2024 Q4	$2.05M	Sell	32,853 -31	-0.1%	-$1.99K	0.3%	52
2024 Q3	$2.05M	Sell	32,884 -1,940	-6%	-$117K	0.31%	49
2024 Q2	$2.04M	Sell	34,824 -969	-3%	-$56.9K	0.34%	48
2024 Q1	$2.17M	Sell	35,793 -482	-1%	-$27.3K	0.37%	49
2023 Q4	$2.01M	Sell	36,275 -2,505	-6%	-$127K	0.39%	44
2023 Q3	$1.93M	Sell	38,780 -2,465	-6%	-$129K	0.45%	44
2023 Q2	$2.16M	Sell	41,245 -9,265	-18%	-$460K	0.51%	40
2023 Q1	$2.53M	Sell	50,510 -21,025	-29%	-$1.07M	0.64%	34
2022 Q4	$3.46M	Sell	71,535 -14,920	-17%	-$721K	0.99%	21
2022 Q3	$3.79M	Sell	86,455 -2,080	-2%	-$101K	1.27%	20
2022 Q2	$4.01M	Buy	88,535 +10,235	+13%	+$505K	1.32%	19
2022 Q1	$4.2M	Sell	78,300 -740	-0.9%	-$39.4K	1.21%	22
2021 Q4	$4.47M	Buy	+79,040	New	+$4.4M	1.29%	19