Shakespeare Wealth Management’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	$1.44M	Buy	21,253 +352	+2%	+$24.4K	0.34%	33
2025 Q4	$1.38M	Sell	20,901 -40	-0.2%	-$2.62K	0.3%	36
2025 Q3	$1.37M	Sell	20,941 -24	-0.1%	-$1.54K	0.31%	35
2025 Q2	$1.3M	Sell	20,965 -84	-0.4%	-$4.93K	0.35%	34
2025 Q1	$1.23M	Sell	21,049 -824	-4%	-$51.2K	0.33%	35
2024 Q4	$1.36M	Buy	21,873 +315	+1%	+$20.2K	0.37%	34
2024 Q3	$1.34M	Sell	21,558 -929	-4%	-$56K	0.35%	32
2024 Q2	$1.32M	Sell	22,487 -64	-0.3%	-$3.76K	0.38%	30
2024 Q1	$1.37M	Sell	22,551 -1,994	-8%	-$113K	0.4%	30
2023 Q4	$1.36M	Sell	24,545 -560	-2%	-$28.4K	0.42%	29
2023 Q3	$1.25M	Sell	25,105 -780	-3%	-$40.9K	0.44%	29
2023 Q2	$1.35M	Sell	25,885 -2,405	-9%	-$120K	0.46%	28
2023 Q1	$1.42M	Sell	28,290 -250	-0.9%	-$12.7K	0.5%	26
2022 Q4	$1.38M	Sell	28,540 -590	-2%	-$28.5K	0.51%	26
2022 Q3	$1.28M	Buy	+29,130	New	+$1.41M	0.54%	27
2019 Q2	–	Sell	-38,010	Closed	-$1.44M	–	71
2019 Q1	$1.44M	Sell	38,010 -605	-2%	-$22.3K	1.08%	26
2018 Q4	$1.28M	Sell	38,615 -2,190	-5%	-$79.9K	0.99%	27
2018 Q3	$1.64M	Sell	40,805 -220	-0.5%	-$8.84K	1.27%	18
2018 Q2	$1.6M	Sell	41,025 -60	-0.1%	-$2.32K	1.43%	16
2018 Q1	$1.54M	Sell	41,085 -1,730	-4%	-$66.2K	1.33%	17
2017 Q4	$1.61M	Buy	+42,815	New	+$1.58M	1.52%	16