Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $839K | Sell |
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|
2025
Q2 | $797K | Sell |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $872K | Sell |
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|
2024
Q3 | $878K | Sell |
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|
2024
Q2 | $836K | Sell |
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|
2024
Q1 | $873K | Buy |
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|
2023
Q4 | $787K | Sell |
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|
2023
Q3 | $736K | Sell |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $827K | Sell |
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|
2022
Q4 | $809K | Sell |
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|
2022
Q3 | $738K | Buy |
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|
2022
Q2 | $760K | Buy |
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|
2022
Q1 | $767K | Sell |
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|
2021
Q4 | $939K | Sell |
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|
2021
Q3 | $897K | Buy |
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|
2021
Q2 | $915K | Sell |
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|
2021
Q1 | $914K | Sell |
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|
2020
Q4 | $830K | Sell |
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|
2020
Q3 | $744K | Sell |
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|
2020
Q2 | $725K | Sell |
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|
2020
Q1 | $599K | Sell |
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|
2019
Q4 | $929K | Sell |
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|
2019
Q3 | $903K | Sell |
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|
2019
Q2 | $917K | Sell |
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|
2019
Q1 | $903K | Buy |
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|
2018
Q4 | $789K | Sell |
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|
2018
Q3 | $990K | Sell |
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|
2018
Q2 | $976K | Sell |
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|
2018
Q1 | $954K | Sell |
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|
2017
Q4 | $983K | Sell |
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|
2017
Q3 | $935K | Sell |
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|
2017
Q2 | $915K | Sell |
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|
2017
Q1 | $915K | Sell |
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|
2016
Q4 | $951K | Sell |
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|
2016
Q3 | $924K | Sell |
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|
2016
Q2 | $965K | Sell |
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|
2016
Q1 | $964K | Sell |
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|
2015
Q4 | $1.01M | Buy |
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