TCV Trust & Wealth Management’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
Q2 | $713K | Sell |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $880K | Sell |
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|
2024
Q1 | $995K | Buy |
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|
2023
Q4 | $894K | Buy |
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|
2023
Q3 | $698K | Sell |
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|
2023
Q2 | $772K | Sell |
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|
2023
Q1 | $789K | Buy |
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|
2022
Q4 | $710K | Buy |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $471K | Hold |
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|
2021
Q1 | $456K | Sell |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $370K | Hold |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $416K | Hold |
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|
2019
Q3 | $391K | Buy |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $467K | Buy |
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|
2018
Q4 | $349K | Hold |
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|
2018
Q3 | $423K | Hold |
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|
2018
Q2 | $409K | Sell |
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|
2018
Q1 | $424K | Buy |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $234K | Hold |
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|
2017
Q2 | $228K | Buy |
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