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 |
|