Sunburst Financial Group’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	$459K	Sell	5,955 -50	-0.8%	-$3.67K	0.07%	91
2026 Q1	$406K	Sell	6,005 -506	-8%	-$35.1K	0.07%	87
2025 Q4	$430K	Sell	6,511 -150	-2%	-$9.83K	0.09%	77
2025 Q3	$435K	Buy	6,661 +233	+4%	+$15K	0.09%	78
2025 Q2	$399K	Buy	6,428 +1	+0%	+$59	0.09%	78
2025 Q1	$375K	Sell	6,427 -159	-2%	-$9.87K	0.09%	72
2024 Q4	$410K	Sell	6,586 -163	-2%	-$10.5K	0.1%	74
2024 Q3	$421K	Sell	6,749 -186	-3%	-$11.2K	0.11%	78
2024 Q2	$406K	Buy	6,935 +150	+2%	+$8.81K	0.11%	79
2024 Q1	$410K	Buy	6,785 +1,635	+32%	+$92.6K	0.12%	76
2023 Q4	$285K	Sell	5,150 -60	-1%	-$3.04K	0.09%	80
2023 Q3	$260K	Hold	5,210	–	–	0.09%	76
2023 Q2	$272K	Sell	5,210 -2,740	-34%	-$136K	0.1%	78
2023 Q1	$398K	Sell	7,950 -5	-0.1%	-$255	0.15%	67
2022 Q4	$385K	Buy	+7,955	New	+$384K	0.15%	67