SC&H Financial 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	$928K	Buy	13,739 +12	+0.1%	+$832	0.14%	69
2025 Q4	$906K	Sell	13,727 -147	-1%	-$9.63K	0.14%	70
2025 Q3	$905K	Buy	13,874 +69	+0.5%	+$4.43K	0.15%	71
2025 Q2	$856K	Buy	13,805 +17	+0.1%	+$998	0.15%	76
2025 Q1	$805K	Buy	13,788 +15	+0.1%	+$932	0.16%	73
2024 Q4	$858K	Buy	13,773 +1,919	+16%	+$123K	0.18%	69
2024 Q3	$739K	Sell	11,854 -116	-1%	-$7K	0.16%	77
2024 Q2	$700K	Buy	11,970 +1,790	+18%	+$105K	0.17%	75
2024 Q1	$618K	Buy	10,180 +400	+4%	+$22.6K	0.16%	81
2023 Q4	$542K	Sell	9,780 -2,975	-23%	-$151K	0.16%	84
2023 Q3	$636K	Hold	12,755	–	–	0.21%	75
2023 Q2	$667K	Buy	12,755 +15	+0.1%	+$745	0.22%	77
2023 Q1	$637K	Sell	12,740 -4,025	-24%	-$205K	0.23%	75
2022 Q4	$811K	Buy	16,765 +1,810	+12%	+$87.4K	0.34%	64
2022 Q3	$656K	Sell	14,955 -1,160	-7%	-$56.1K	0.33%	64
2022 Q2	$729K	Buy	16,115 +8,790	+120%	+$434K	0.34%	60
2022 Q1	$393K	Buy	7,325 +1,385	+23%	+$73.7K	0.19%	105
2021 Q4	$336K	Buy	+5,940	New	+$331K	0.19%	113