Sargent Bickham Lagudis’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
2022 Q4	$267K	Buy	5,515 +105	+2%	+$5.07K	0.02%	238
2022 Q3	$237K	Buy	5,410 +125	+2%	+$6.04K	0.02%	228
2022 Q2	$239K	Hold	5,285	–	–	0.02%	233
2022 Q1	$284K	Sell	5,285 -375	-7%	-$20K	0.02%	217
2021 Q4	$320K	Hold	5,660	–	–	0.02%	199
2021 Q3	$298K	Hold	5,660	–	–	0.02%	208
2021 Q2	$304K	Hold	5,660	–	–	0.02%	211
2021 Q1	$295K	Hold	5,660	–	–	0.03%	198
2020 Q4	$260K	Hold	5,660	–	–	0.02%	206
2020 Q3	$210K	Sell	5,660 -185	-3%	-$6.92K	0.02%	209
2020 Q2	$208K	Buy	5,845 +5	+0.1%	+$166	0.02%	201
2020 Q1	$168K	Sell	5,840 -5	-0.1%	-$186	0.02%	207
2019 Q4	$241K	Buy	5,845 +100	+2%	+$3.96K	0.03%	185
2019 Q3	$222K	Sell	5,745 -480	-8%	-$18.4K	0.03%	178
2019 Q2	$242K	Buy	6,225 +565	+10%	+$21.7K	0.03%	188
2019 Q1	$214K	Hold	5,660	–	–	0.02%	199
2018 Q4	$188K	Buy	+5,660	New	+$207K	0.02%	202
2018 Q2	–	Sell	-395	Closed	-$15K	–	771
2018 Q1	$15K	Buy	+395	New	+$15.1K	﹤0.01%	524
2017 Q2	–	Sell	-123,955	Closed	-$4.25M	–	784
2017 Q1	$4.25M	Buy	123,955 +119,195	+2,504%	+$4.06M	0.55%	46
2016 Q4	$157K	Sell	4,760 -530	-10%	-$16.8K	0.02%	224
2016 Q3	$164	Sell	5,290 -1,610	-23%	-$49.8K	0.02%	217
2016 Q2	$206K	Buy	6,900 +1,610	+30%	+$47.2K	0.03%	200
2016 Q1	$153K	Buy	+5,290	New	+$141K	0.02%	234