Sheets Smith Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sheets Smith Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.79M	Sell	114,005 -774	-0.7%	-$56.8K	0.88%	21
2026 Q1	$7.75M	Buy	114,779 +3,915	+4%	+$272K	0.87%	22
2025 Q4	$7.32M	Buy	110,864 +3,606	+3%	+$236K	0.8%	26
2025 Q3	$7M	Buy	107,258 +1	+0%	+$64	0.79%	28
2025 Q2	$6.65M	Buy	107,257 +1	+0%	+$59	0.78%	30
2025 Q1	$6.26M	Hold	107,256	–	–	0.78%	30
2024 Q4	$6.68M	Buy	107,256 +1	+0%	+$64	0.82%	30
2024 Q3	$6.68M	Buy	107,255 +1	+0%	+$60	0.82%	33
2024 Q2	$6.28M	Sell	107,254 -999	-0.9%	-$58.7K	0.75%	32
2024 Q1	$6.58M	Sell	108,253 -402	-0.4%	-$22.8K	0.74%	35
2023 Q4	$6.02M	Buy	108,655 +5	+0%	+$254	0.86%	31
2023 Q3	$5.42M	Sell	108,650 -50	-0%	-$2.62K	0.83%	32
2023 Q2	$5.68M	Buy	108,700 +150	+0.1%	+$7.46K	0.83%	31
2023 Q1	$5.43M	Sell	108,550 -500	-0.5%	-$25.5K	0.83%	33
2022 Q4	$5.28M	Hold	109,050	–	–	0.83%	35
2022 Q3	$4.78M	Sell	109,050 -305	-0.3%	-$14.7K	0.8%	34
2022 Q2	$4.95M	Buy	109,355 +5	+0%	+$247	0.81%	32
2022 Q1	$5.87M	Hold	109,350	–	–	0.81%	34
2021 Q4	$6.19M	Hold	109,350	–	–	0.77%	35
2021 Q3	$5.75M	Hold	109,350	–	–	0.78%	33
2021 Q2	$5.88M	Buy	109,350 +455	+0.4%	+$24.6K	0.79%	32
2021 Q1	$5.67M	Buy	108,895 +190	+0.2%	+$9.49K	0.83%	31
2020 Q4	$5M	Hold	108,705	–	–	0.76%	36
2020 Q3	$4.03M	Sell	108,705 -35	-0%	-$1.31K	0.7%	40
2020 Q2	$3.87M	Sell	108,740 -675	-0.6%	-$22.4K	0.77%	36
2020 Q1	$3.15M	Buy	109,415 +55	+0.1%	+$2.04K	0.66%	36
2019 Q4	$4.5M	Sell	109,360 -45	-0%	-$1.78K	0.86%	32
2019 Q3	$4.23M	Hold	109,405	–	–	0.87%	31
2019 Q2	$4.25M	Buy	109,405 +260	+0.2%	+$9.96K	0.87%	26
2019 Q1	$4.13M	Buy	109,145 +205	+0.2%	+$7.57K	0.89%	26
2018 Q4	$3.62M	Sell	108,940 -500	-0.5%	-$18.2K	0.97%	24
2018 Q3	$4.41M	Buy	109,440 +400	+0.4%	+$16.1K	0.91%	25
2018 Q2	$4.25M	Buy	109,040 +1,875	+2%	+$72.4K	0.99%	23
2018 Q1	$4.02M	Hold	107,165	–	–	0.97%	25
2017 Q4	$4.07M	Buy	107,165 +1,140	+1%	+$42.2K	0.96%	25
2017 Q3	$3.79M	Buy	106,025 +225	+0.2%	+$7.84K	0.96%	22
2017 Q2	$3.68M	Hold	105,800	–	–	0.97%	20
2017 Q1	$3.62M	Hold	105,800	–	–	0.96%	21
2016 Q4	$3.5M	Hold	105,800	–	–	0.98%	23
2016 Q3	$3.27M	Hold	105,800	–	–	0.92%	22
2016 Q2	$3.16M	Hold	105,800	–	–	0.92%	23
2016 Q1	$3.05M	Hold	105,800	–	–	0.94%	24
2015 Q4	$2.95M	Hold	105,800	–	–	0.89%	26
2015 Q3	$2.89M	Hold	105,800	–	–	0.98%	25
2015 Q2	$3.17M	Hold	105,800	–	–	0.87%	27
2015 Q1	$3.22M	Hold	105,800	–	–	0.89%	27
2014 Q4	$3.06M	Hold	105,800	–	–	0.8%	36
2014 Q3	$2.89M	Hold	105,800	–	–	0.79%	42
2014 Q2	$3.03M	Hold	105,800	–	–	0.81%	39
2014 Q1	$2.91M	Hold	105,800	–	–	0.81%	35
2013 Q4	$2.83M	Sell	105,800 -11,640	-10%	-$300K	0.78%	38
2013 Q3	$2.92M	Buy	117,440 +3,995	+4%	+$97.5K	0.95%	27
2013 Q2	$2.62M	Buy	+113,445	New	+$2.63M	0.89%	32