Founders Capital Management (Texas)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.4K Buy
1,280
+1
+0.1% +$62 0.05% 95
2025
Q1
$74.6K Buy
1,279
+1
+0.1% +$58 0.05% 96
2024
Q4
$79.6K Buy
1,278
+1
+0.1% +$62 0.05% 98
2024
Q3
$79.6K Buy
1,277
+2
+0.2% +$125 0.05% 99
2024
Q2
$74.6K Hold
1,275
0.05% 101
2024
Q1
$77.4K Hold
1,275
0.05% 104
2023
Q4
$70.6K Buy
1,275
+5
+0.4% +$277 0.05% 109
2023
Q3
$63.4K Hold
1,270
0.05% 114
2023
Q2
$66.5K Hold
1,270
0.05% 120
2023
Q1
$64K Buy
1,270
+970
+323% +$48.9K 0.05% 117
2022
Q4
$14K Hold
300
0.01% 269
2022
Q3
$13K Sell
300
-45
-13% -$1.95K 0.01% 270
2022
Q2
$16K Hold
345
0.01% 253
2022
Q1
$19K Hold
345
0.01% 216
2021
Q4
$19K Hold
345
0.01% 216
2021
Q3
$18K Buy
345
+5
+1% +$261 0.01% 224
2021
Q2
$18K Sell
340
-25
-7% -$1.32K 0.01% 217
2021
Q1
$19K Hold
365
0.01% 199
2020
Q4
$17K Buy
+365
New +$17K 0.01% 206
2020
Q1
$10K Hold
360
0.01% 215
2019
Q4
$15K Buy
360
+5
+1% +$208 0.01% 214
2019
Q3
$14K Hold
355
0.01% 218
2019
Q2
$14K Hold
355
0.01% 223
2019
Q1
$13K Buy
355
+5
+1% +$183 0.01% 232
2018
Q4
$12K Hold
350
0.01% 226
2018
Q3
$14K Sell
350
-250
-42% -$10K 0.01% 212
2018
Q2
$23K Hold
600
0.02% 171
2018
Q1
$22K Hold
600
0.02% 201
2017
Q4
$23K Hold
600
0.02% 201
2017
Q3
$21K Buy
600
+5
+0.8% +$175 0.02% 203
2017
Q2
$21K Hold
595
0.02% 198
2017
Q1
$20K Buy
+595
New +$20K 0.02% 208