Moisand Fitzgerald Tamayo’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 | $797K | Sell |
12,858
-185
| -1% | -$11.5K | 0.1% | 60 |
|
|
2025
Q1 | $761K | Sell |
13,043
-945
| -7% | -$55.1K | 0.11% | 57 |
|
|
2024
Q4 | $872K | Sell |
13,988
-100
| -0.7% | -$6.23K | 0.12% | 54 |
|
|
2024
Q3 | $878K | Sell |
14,088
-197
| -1% | -$12.3K | 0.12% | 53 |
|
|
2024
Q2 | $836K | Sell |
14,285
-93
| -0.6% | -$5.44K | 0.13% | 53 |
|
|
2024
Q1 | $873K | Buy |
14,378
+173
| +1% | +$10.5K | 0.13% | 54 |
|
|
2023
Q4 | $787K | Sell |
14,205
-555
| -4% | -$30.8K | 0.14% | 58 |
|
|
2023
Q3 | $736K | Sell |
14,760
-625
| -4% | -$31.2K | 0.16% | 56 |
|
|
2023
Q2 | $805K | Sell |
15,385
-1,140
| -7% | -$59.6K | 0.16% | 57 |
|
|
2023
Q1 | $827K | Sell |
16,525
-190
| -1% | -$9.51K | 0.18% | 55 |
|
|
2022
Q4 | $809K | Sell |
16,715
-105
| -0.6% | -$5.08K | 0.18% | 59 |
|
|
2022
Q3 | $738K | Buy |
16,820
+15
| +0.1% | +$658 | 0.2% | 55 |
|
|
2022
Q2 | $760K | Buy |
16,805
+2,520
| +18% | +$114K | 0.2% | 57 |
|
|
2022
Q1 | $767K | Sell |
14,285
-2,310
| -14% | -$124K | 0.35% | 40 |
|
|
2021
Q4 | $939K | Sell |
16,595
-445
| -3% | -$25.2K | 0.26% | 52 |
|
|
2021
Q3 | $897K | Buy |
17,040
+10
| +0.1% | +$526 | 0.3% | 50 |
|
|
2021
Q2 | $915K | Sell |
17,030
-520
| -3% | -$27.9K | 0.33% | 45 |
|
|
2021
Q1 | $914K | Sell |
17,550
-500
| -3% | -$26K | 0.39% | 41 |
|
|
2020
Q4 | $830K | Sell |
18,050
-2,035
| -10% | -$93.6K | 0.37% | 42 |
|
|
2020
Q3 | $744K | Sell |
20,085
-290
| -1% | -$10.7K | 0.38% | 41 |
|
|
2020
Q2 | $725K | Sell |
20,375
-430
| -2% | -$15.3K | 0.4% | 41 |
|
|
2020
Q1 | $599K | Sell |
20,805
-1,755
| -8% | -$50.5K | 0.39% | 42 |
|
|
2019
Q4 | $929K | Sell |
22,560
-800
| -3% | -$32.9K | 0.48% | 35 |
|
|
2019
Q3 | $903K | Sell |
23,360
-240
| -1% | -$9.28K | 0.49% | 34 |
|
|
2019
Q2 | $917K | Sell |
23,600
-250
| -1% | -$9.71K | 0.5% | 34 |
|
|
2019
Q1 | $903K | Buy |
23,850
+100
| +0.4% | +$3.79K | 0.5% | 34 |
|
|
2018
Q4 | $789K | Sell |
23,750
-845
| -3% | -$28.1K | 0.49% | 35 |
|
|
2018
Q3 | $990K | Sell |
24,595
-470
| -2% | -$18.9K | 0.55% | 32 |
|
|
2018
Q2 | $976K | Sell |
25,065
-370
| -1% | -$14.4K | 0.57% | 30 |
|
|
2018
Q1 | $954K | Sell |
25,435
-470
| -2% | -$17.6K | 0.57% | 31 |
|
|
2017
Q4 | $983K | Sell |
25,905
-215
| -0.8% | -$8.16K | 0.57% | 27 |
|
|
2017
Q3 | $935K | Sell |
26,120
-180
| -0.7% | -$6.44K | 0.57% | 28 |
|
|
2017
Q2 | $915K | Sell |
26,300
-430
| -2% | -$15K | 0.62% | 27 |
|
|
2017
Q1 | $915K | Sell |
26,730
-2,040
| -7% | -$69.8K | 0.64% | 27 |
|
|
2016
Q4 | $951K | Sell |
28,770
-1,095
| -4% | -$36.2K | 0.71% | 26 |
|
|
2016
Q3 | $924K | Sell |
29,865
-2,425
| -8% | -$75K | 0.7% | 27 |
|
|
2016
Q2 | $965K | Sell |
32,290
-1,125
| -3% | -$33.6K | 0.79% | 26 |
|
|
2016
Q1 | $964K | Sell |
33,415
-2,945
| -8% | -$85K | 0.78% | 27 |
|
|
2015
Q4 | $1.01M | Buy |
+36,360
| New | +$1.01M | 0.87% | 28 |
|