Wealth Architects’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	$226K	Hold	3,340	–	–	0.02%	217
2025 Q4	$220K	Hold	3,340	–	–	0.02%	217
2025 Q3	$218K	Hold	3,340	–	–	0.02%	215
2025 Q2	$207K	Sell	3,340 -175	-5%	-$10.3K	0.02%	217
2025 Q1	$205K	Buy	+3,515	New	+$218K	0.02%	222
2024 Q1	–	Sell	-4,095	Closed	-$227K	–	211
2023 Q4	$227K	Sell	4,095 -1,050	-20%	-$53.3K	0.03%	177
2023 Q3	$257K	Buy	+5,145	New	+$270K	0.04%	156
2022 Q2	–	Sell	-7,495	Closed	-$402K	–	192
2022 Q1	$402K	Buy	7,495 +220	+3%	+$11.7K	0.07%	130
2021 Q4	$412K	Sell	7,275 -80	-1%	-$4.45K	0.07%	128
2021 Q3	$387K	Sell	7,355 -1,570	-18%	-$84.5K	0.08%	120
2021 Q2	$480K	Buy	+8,925	New	+$482K	0.09%	97
2020 Q1	–	Sell	-5,205	Closed	-$214K	–	138
2019 Q4	$214K	Buy	+5,205	New	+$206K	0.06%	127