Tarbox Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tarbox Family Office’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.2M	Sell	832,029 -167,495	-17%	-$11.6M	9.12%	2
2025 Q4	$66M	Sell	999,524 -84,105	-8%	-$5.51M	10.61%	2
2025 Q3	$70.7M	Sell	1,083,629 -58,293	-5%	-$3.75M	10.38%	2
2025 Q2	$70.8M	Buy	1,141,922 +24,229	+2%	+$1.42M	10.65%	2
2025 Q1	$65.2M	Sell	1,117,693 -10,277	-0.9%	-$638K	10.84%	2
2024 Q4	$70.3M	Sell	1,127,970 -287	-0%	-$18.4K	11.59%	2
2024 Q3	$70.3M	Buy	1,128,257 +616	+0.1%	+$37.1K	11.52%	2
2024 Q2	$66M	Sell	1,127,641 -7,185	-0.6%	-$422K	11.64%	2
2024 Q1	$68.9M	Buy	1,134,826 +19,986	+2%	+$1.13M	12.12%	2
2023 Q4	$61.8M	Buy	1,114,840 +10,845	+1%	+$550K	12.02%	2
2023 Q3	$55.1M	Sell	1,103,995 -11,415	-1%	-$598K	11.4%	2
2023 Q2	$58.3M	Buy	1,115,410 +23,115	+2%	+$1.15M	11.34%	2
2023 Q1	$54.6M	Buy	1,092,295 +17,135	+2%	+$873K	11.04%	2
2022 Q4	$52M	Buy	1,075,160 +30,290	+3%	+$1.46M	11.4%	2
2022 Q3	$47.3M	Sell	1,044,870 -7,315	-0.7%	-$354K	11.21%	2
2022 Q2	$47.6M	Buy	1,052,185 +27,575	+3%	+$1.36M	10.69%	2
2022 Q1	$55M	Sell	1,024,610 -19,995	-2%	-$1.06M	11.16%	2
2021 Q4	$59.1M	Buy	1,044,605 +23,240	+2%	+$1.29M	10.18%	2
2021 Q3	$53.7M	Buy	1,021,365 +13,220	+1%	+$711K	9.84%	2
2021 Q2	$54.2M	Sell	1,008,145 -7,445	-0.7%	-$402K	9.68%	2
2021 Q1	$52.9M	Sell	1,015,590 -10,870	-1%	-$543K	10.4%	2
2020 Q4	$47.2M	Buy	1,026,460 +5,855	+0.6%	+$247K	9.86%	2
2020 Q3	$37.8M	Buy	1,020,605 +18,000	+2%	+$673K	9.21%	2
2020 Q2	$35.7M	Sell	1,002,605 -9,415	-0.9%	-$313K	9.22%	2
2020 Q1	$29.1M	Sell	1,012,020 -239,125	-19%	-$8.89M	9.43%	2
2019 Q4	$51.5M	Sell	1,251,145 -11,020	-0.9%	-$437K	14.07%	2
2019 Q3	$48.8M	Buy	1,262,165 +54,675	+5%	+$2.1M	14.84%	2
2019 Q2	$46.9M	Buy	1,207,490 +26,485	+2%	+$1.02M	14.68%	2
2019 Q1	$44.7M	Buy	1,181,005 +3,265	+0.3%	+$121K	16.36%	2
2018 Q4	$39.1M	Buy	1,177,740 +25,865	+2%	+$944K	16.2%	2
2018 Q3	$46.4M	Buy	1,151,875 +11,350	+1%	+$456K	16.77%	2
2018 Q2	$44.4M	Sell	1,140,525 -30,330	-3%	-$1.17M	17.13%	2
2018 Q1	$43.9M	Buy	1,170,855 +80,875	+7%	+$3.09M	16.97%	2
2017 Q4	$41.4M	Buy	1,089,980 +4,900	+0.5%	+$181K	16.42%	2
2017 Q3	$38.8M	Buy	1,085,080 +43,500	+4%	+$1.52M	17.02%	2
2017 Q2	$36.2M	Buy	1,041,580 +45,440	+5%	+$1.57M	17.87%	2
2017 Q1	$34.1M	Buy	996,140 +38,385	+4%	+$1.31M	17.62%	2
2016 Q4	$31.7M	Buy	957,755 +84,370	+10%	+$2.68M	18.18%	2
2016 Q3	$27M	Buy	873,385 +69,875	+9%	+$2.16M	17.41%	2
2016 Q2	$24M	Buy	803,510 +28,330	+4%	+$831K	17.22%	1
2016 Q1	$22.4M	Buy	775,180 +19,420	+3%	+$519K	16.92%	1
2015 Q4	$21.1M	Buy	755,760 +27,180	+4%	+$777K	17.12%	1
2015 Q3	$19.9M	Buy	728,580 +3,550	+0.5%	+$103K	18.2%	1
2015 Q2	$21.7M	Buy	725,030 +19,030	+3%	+$580K	18.86%	1
2015 Q1	$21.5M	Buy	706,000 +23,520	+3%	+$696K	18.85%	1
2014 Q4	$19.8M	Buy	682,480 +77,145	+13%	+$2.17M	18.28%	1
2014 Q3	$16.6M	Buy	605,335 +15,640	+3%	+$441K	14.93%	1
2014 Q2	$16.9M	Sell	589,695 -33,750	-5%	-$927K	15.06%	1
2014 Q1	$17.1M	Buy	623,445 +10,260	+2%	+$276K	15.26%	1
2013 Q4	$16.4M	Buy	+613,185	New	+$15.8M	13.69%	1