TCI Wealth Advisors’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 | $610K | Buy |
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|
2025
Q2 | $484K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.5K | Sell |
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|
2022
Q4 | $23K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $15K | Buy |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $41K | Buy |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $436K | Buy |
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|
2019
Q3 | $7K | Sell |
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|
2019
Q2 | $8K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $184K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Hold |
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|
2014
Q4 | $3K | Sell |
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|
2014
Q3 | $13K | Hold |
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|
2014
Q2 | $14K | Buy |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $7K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2K | Buy |
|