V Wealth 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
2023 Q3	–	Sell	-19,195	Closed	-$1M	–	227
2023 Q2	$1M	Sell	19,195 -4,885	-20%	-$243K	0.17%	117
2023 Q1	$1.2M	Sell	24,080 -2,315	-9%	-$118K	0.23%	97
2022 Q4	$1.28M	Buy	26,395 +2,930	+12%	+$142K	0.27%	86
2022 Q3	$1.03M	Buy	23,465 +445	+2%	+$21.5K	0.21%	108
2022 Q2	$1.04M	Sell	23,020 -60	-0.3%	-$2.96K	0.2%	125
2022 Q1	$1.24M	Buy	23,080 +2,475	+12%	+$132K	0.2%	121
2021 Q4	$1.17M	Sell	20,605 -10	-0%	-$557	0.17%	137
2021 Q3	$1.08M	Sell	20,615 -12,065	-37%	-$649K	0.17%	144
2021 Q2	$1.76M	Buy	32,680 +13,120	+67%	+$708K	0.28%	82
2021 Q1	$1.02M	Buy	19,560 +840	+4%	+$41.9K	0.19%	136
2020 Q4	$860K	Buy	+18,720	New	+$789K	0.18%	149
2020 Q3	–	Sell	-21,125	Closed	-$752K	–	244
2020 Q2	$752K	Sell	21,125 -8,145	-28%	-$270K	0.2%	128
2020 Q1	$843K	Sell	29,270 -425	-1%	-$15.8K	0.26%	100
2019 Q4	$1.15M	Hold	29,695	–	–	0.41%	65
2019 Q3	$1.15M	Buy	29,695 +760	+3%	+$29.2K	0.41%	65
2019 Q2	$1.13M	Sell	28,935 -350	-1%	-$13.4K	0.43%	68
2019 Q1	$1.16M	Buy	29,285 +3,175	+12%	+$117K	0.47%	61
2018 Q4	$902K	Buy	26,110 +955	+4%	+$34.8K	0.46%	61
2018 Q3	$1.01M	Buy	25,155 +6,600	+36%	+$265K	0.47%	56
2018 Q2	$742K	Buy	18,555 +45	+0.2%	+$1.74K	0.41%	67
2018 Q1	$677K	Buy	18,510 +1,195	+7%	+$45.7K	0.36%	76
2017 Q4	$674K	Sell	17,315 -1,550	-8%	-$57.3K	0.34%	82
2017 Q3	$675K	Buy	18,865 +790	+4%	+$27.5K	0.34%	66
2017 Q2	$629K	Sell	18,075 -3,030	-14%	-$105K	0.29%	77
2017 Q1	$721K	Buy	21,105 +8,310	+65%	+$283K	0.44%	67
2016 Q4	$423K	Buy	12,795 +375	+3%	+$11.9K	0.31%	92
2016 Q3	$384K	Buy	12,420 +1,540	+14%	+$47.6K	0.31%	96
2016 Q2	$325K	Buy	10,880 +3,105	+40%	+$91.1K	0.27%	108
2016 Q1	$225K	Buy	+7,775	New	+$208K	0.18%	130