TAP Consulting’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
2024 Q4	$10.2M	Buy	164,087 +3,797	+2%	+$244K	2.09%	8
2024 Q3	$9.99M	Buy	160,290 +1,718	+1%	+$104K	1.97%	7
2024 Q2	$9.28M	Buy	158,572 +21,802	+16%	+$1.28M	1.96%	7
2024 Q1	$8.31M	Sell	136,770 -3,365	-2%	-$191K	1.83%	8
2023 Q4	$7.77M	Buy	140,135 +24,775	+21%	+$1.26M	1.85%	9
2023 Q3	$5.75M	Sell	115,360 -14,175	-11%	-$743K	1.48%	15
2023 Q2	$6.77M	Sell	129,535 -2,675	-2%	-$133K	1.66%	11
2023 Q1	$6.61M	Sell	132,210 -1,205	-0.9%	-$61.4K	1.62%	15
2022 Q4	$6.45M	Sell	133,415 -8,130	-6%	-$393K	1.69%	12
2022 Q3	$6.21M	Buy	141,545 +3,080	+2%	+$149K	1.66%	12
2022 Q2	$6.26M	Sell	138,465 -63,125	-31%	-$3.12M	1.74%	12
2022 Q1	$10.8M	Buy	201,590 +8,900	+5%	+$474K	2.84%	7
2021 Q4	$10.9M	Buy	192,690 +8,850	+5%	+$493K	2.49%	9
2021 Q3	$9.67M	Buy	183,840 +8,025	+5%	+$432K	2.6%	9
2021 Q2	$9.45M	Buy	175,815 +4,765	+3%	+$257K	2.65%	8
2021 Q1	$8.9M	Buy	171,050 +15,645	+10%	+$781K	2.76%	8
2020 Q4	$7.14M	Sell	155,405 -23,640	-13%	-$996K	2.57%	8
2020 Q3	$6.64M	Buy	179,045 +54,120	+43%	+$2.02M	2.61%	8
2020 Q2	$4.44M	Buy	+124,925	New	+$4.15M	2.19%	11