WFG 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
2017 Q2	$2.34M	Buy	67,380 +14,565	+28%	+$503K	0.53%	38
2017 Q1	$1.81M	Sell	52,815 -13,490	-20%	-$459K	0.48%	48
2016 Q4	$2.19M	Sell	66,305 -3,180	-5%	-$101K	0.54%	38
2016 Q3	$2.15M	Buy	69,485 +2,880	+4%	+$89K	0.54%	39
2016 Q2	$1.99M	Buy	66,605 +2,140	+3%	+$62.8K	0.53%	39
2016 Q1	$1.86M	Buy	64,465 +9,385	+17%	+$251K	0.54%	35
2015 Q4	$1.53M	Buy	55,080 +2,155	+4%	+$61.6K	0.46%	46
2015 Q3	$1.45M	Buy	52,925 +3,425	+7%	+$99.6K	0.45%	46
2015 Q2	$1.49M	Buy	49,500 +4,605	+10%	+$140K	0.41%	50
2015 Q1	$1.36M	Buy	44,895 +4,460	+11%	+$132K	0.38%	47
2014 Q4	$1.17M	Buy	40,435 +6,950	+21%	+$195K	0.24%	92
2014 Q3	$916K	Buy	33,485 +12,465	+59%	+$351K	0.17%	142
2014 Q2	$602K	Buy	21,020 +2,285	+12%	+$62.8K	0.11%	214
2014 Q1	$515K	Sell	18,735 -4,185	-18%	-$113K	0.1%	238
2013 Q4	$613K	Buy	22,920 +1,250	+6%	+$32.3K	0.09%	264
2013 Q3	$538K	Buy	21,670 +7,255	+50%	+$177K	0.08%	270
2013 Q2	$333K	Buy	+14,415	New	+$335K	0.06%	346