Traphagen Investment 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	$1.11M	Sell	16,462 -99	-0.6%	-$6.87K	0.09%	75
2025 Q4	$1.09M	Buy	16,561 +362	+2%	+$23.7K	0.09%	72
2025 Q3	$1.06M	Buy	16,199 +101	+0.6%	+$6.49K	0.09%	74
2025 Q2	$998K	Sell	16,098 -9	-0.1%	-$528	0.09%	72
2025 Q1	$940K	Sell	16,107 -68	-0.4%	-$4.22K	0.1%	73
2024 Q4	$1.01M	Sell	16,175 -79	-0.5%	-$5.07K	0.1%	70
2024 Q3	$1.01M	Buy	16,254 +1	+0%	+$60	0.1%	69
2024 Q2	$951K	Buy	16,253 +1	+0%	+$59	0.1%	67
2024 Q1	$987K	Sell	16,252 -28	-0.2%	-$1.58K	0.11%	65
2023 Q4	$902K	Buy	16,280 +35	+0.2%	+$1.77K	0.11%	63
2023 Q3	$810K	Sell	16,245 -140	-0.9%	-$7.34K	0.1%	61
2023 Q2	$857K	Sell	16,385 -30	-0.2%	-$1.49K	0.11%	60
2023 Q1	$821K	Buy	16,415 +35	+0.2%	+$1.78K	0.12%	62
2022 Q4	$792K	Buy	16,380 +250	+2%	+$12.1K	0.12%	61
2022 Q3	$707K	Sell	16,130 -250	-2%	-$12.1K	0.13%	54
2022 Q2	$741K	Buy	16,380 +255	+2%	+$12.6K	0.14%	54
2022 Q1	$865K	Buy	+16,125	New	+$859K	0.14%	46