TWA
TCI Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
7,800
+3,824
| +96% | +$237K | 0.03% | 143 |
|
|
2025
Q1 | $232K | Buy |
+3,976
| New | +$232K | 0.02% | 199 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$7.51K | – | 1153 |
|
|
2023
Q1 | $7.51K | Sell |
30
-65
| -68% | -$16.3K | ﹤0.01% | 1254 |
|
|
2022
Q4 | $23K | Buy |
95
+65
| +217% | +$15.7K | ﹤0.01% | 633 |
|
|
2022
Q3 | $7K | Sell |
30
-9
| -23% | -$2.1K | ﹤0.01% | 1258 |
|
|
2022
Q2 | $9K | Buy |
39
+9
| +30% | +$2.08K | ﹤0.01% | 1080 |
|
|
2022
Q1 | $8K | Sell |
30
-58
| -66% | -$15.5K | ﹤0.01% | 1252 |
|
|
2021
Q4 | $25K | Buy |
88
+32
| +57% | +$9.09K | ﹤0.01% | 608 |
|
|
2021
Q3 | $15K | Buy |
56
+26
| +87% | +$6.96K | ﹤0.01% | 807 |
|
|
2021
Q2 | $8K | Hold |
30
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q1 | $8K | Hold |
30
| – | – | ﹤0.01% | 966 |
|
|
2020
Q4 | $7K | Hold |
30
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $6K | Sell |
30
-200
| -87% | -$40K | ﹤0.01% | 695 |
|
|
2020
Q2 | $41K | Buy |
230
+200
| +667% | +$35.7K | 0.02% | 327 |
|
|
2020
Q1 | $4K | Sell |
30
-2,086
| -99% | -$278K | ﹤0.01% | 761 |
|
|
2019
Q4 | $436K | Buy |
2,116
+2,081
| +5,946% | +$429K | 0.17% | 97 |
|
|
2019
Q3 | $7K | Sell |
35
-5
| -13% | -$1K | ﹤0.01% | 720 |
|
|
2019
Q2 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 665 |
|
|
2017
Q3 | – | Sell |
-18
| Closed | -$3K | – | 1343 |
|
|
2017
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 881 |
|
|
2017
Q1 | – | Sell |
-1,114
| Closed | -$184K | – | 1333 |
|
|
2016
Q4 | $184K | Buy |
+1,114
| New | +$184K | 0.1% | 143 |
|
|
2015
Q3 | – | Sell |
-23
| Closed | -$3K | – | 989 |
|
|
2015
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 732 |
|
|
2015
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 666 |
|
|
2014
Q4 | $3K | Sell |
23
-74
| -76% | -$9.65K | ﹤0.01% | 660 |
|
|
2014
Q3 | $13K | Hold |
97
| – | – | 0.01% | 403 |
|
|
2014
Q2 | $14K | Buy |
97
+45
| +87% | +$6.5K | 0.01% | 405 |
|
|
2014
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 480 |
|
|
2013
Q4 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 481 |
|
|
2013
Q3 | – | Sell |
-16
| Closed | -$2K | – | 809 |
|
|
2013
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 582 |
|