Wealthstreet 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
2021 Q2	–	Sell	-5,800	Closed	-$302K	–	203
2021 Q1	$302K	Hold	5,800	–	–	0.03%	316
2020 Q4	$267K	Buy	+5,800	New	+$244K	0.03%	310
2020 Q3	–	Sell	-5,675	Closed	-$202K	–	341
2020 Q2	$202K	Buy	+5,675	New	+$188K	0.02%	309
2020 Q1	–	Sell	-7,400	Closed	-$305K	–	323
2019 Q4	$305K	Hold	7,400	–	–	0.04%	289
2019 Q3	$292K	Hold	7,400	–	–	0.04%	284
2019 Q2	$287K	Hold	7,400	–	–	0.04%	286
2019 Q1	$280K	Buy	7,400 +1,725	+30%	+$63.7K	0.04%	289
2018 Q4	$206K	Hold	5,675	–	–	0.03%	314
2018 Q3	$228K	Hold	5,675	–	–	0.03%	324
2018 Q2	$221K	Hold	5,675	–	–	0.03%	319
2018 Q1	$213K	Hold	5,675	–	–	0.03%	320
2017 Q4	$215K	Buy	+5,675	New	+$210K	0.03%	314