TCM
TD Capital Management’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 | $312K | Buy |
5,026
+1,535
| +44% | +$95.2K | 0.03% | 95 |
|
|
2025
Q1 | $204K | Buy |
3,491
+8
| +0.2% | +$467 | 0.02% | 108 |
|
|
2024
Q4 | $217K | Buy |
3,483
+11
| +0.3% | +$685 | 0.02% | 103 |
|
|
2024
Q3 | $216K | Buy |
3,472
+11
| +0.3% | +$685 | 0.02% | 106 |
|
|
2024
Q2 | $203K | Buy |
3,461
+11
| +0.3% | +$644 | 0.02% | 105 |
|
|
2024
Q1 | $210K | Buy |
3,450
+2,766
| +404% | +$168K | 0.02% | 104 |
|
|
2023
Q4 | $189K | Buy |
684
+10
| +1% | +$2.77K | 0.02% | 104 |
|
|
2023
Q3 | $168K | Sell |
674
-55
| -8% | -$13.7K | 0.02% | 103 |
|
|
2023
Q2 | $191K | Hold |
729
| – | – | 0.02% | 96 |
|
|
2023
Q1 | $182K | Buy |
729
+100
| +16% | +$25K | 0.02% | 91 |
|
|
2022
Q4 | $152K | Buy |
629
+2
| +0.3% | +$484 | 0.02% | 100 |
|
|
2022
Q3 | $137K | Buy |
+627
| New | +$137K | 0.02% | 98 |
|
|
2022
Q1 | – | Sell |
-590
| Closed | -$167K | – | 219 |
|
|
2021
Q4 | $167K | Buy |
590
+1
| +0.2% | +$283 | 0.02% | 94 |
|
|
2021
Q3 | $155K | Buy |
589
+2
| +0.3% | +$526 | 0.02% | 90 |
|
|
2021
Q2 | $158K | Buy |
587
+1
| +0.2% | +$269 | 0.02% | 84 |
|
|
2021
Q1 | $152K | Buy |
586
+2
| +0.3% | +$519 | 0.02% | 80 |
|
|
2020
Q4 | $134K | Buy |
584
+1
| +0.2% | +$229 | 0.02% | 79 |
|
|
2020
Q3 | $108K | Buy |
583
+26
| +5% | +$4.82K | 0.02% | 78 |
|
|
2020
Q2 | $99K | Buy |
557
+18
| +3% | +$3.2K | 0.02% | 78 |
|
|
2020
Q1 | $77K | Buy |
539
+13
| +2% | +$1.86K | 0.01% | 78 |
|
|
2019
Q4 | $108K | Sell |
526
-6
| -1% | -$1.23K | 0.02% | 72 |
|
|
2019
Q3 | $103K | Buy |
532
+3
| +0.6% | +$581 | 0.02% | 70 |
|
|
2019
Q2 | $103K | Buy |
529
+421
| +390% | +$82K | 0.02% | 64 |
|
|
2019
Q1 | $20K | Buy |
108
+100
| +1,250% | +$18.5K | ﹤0.01% | 116 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 203 |
|
|
2018
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 175 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 172 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 177 |
|
|
2017
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 175 |
|
|
2017
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 241 |
|
|
2017
Q2 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 161 |
|
|
2017
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 162 |
|
|
2016
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 162 |
|
|
2016
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 144 |
|
|
2016
Q2 | $1K | Sell |
7
-17
| -71% | -$2.43K | ﹤0.01% | 158 |
|
|
2016
Q1 | $3K | Sell |
24
-151
| -86% | -$18.9K | ﹤0.01% | 127 |
|
|
2015
Q4 | $24K | Sell |
175
-43
| -20% | -$5.9K | 0.01% | 84 |
|
|
2015
Q3 | $30K | Sell |
218
-233
| -52% | -$32.1K | 0.01% | 88 |
|
|
2015
Q2 | $68K | Sell |
451
-400
| -47% | -$60.3K | 0.02% | 71 |
|
|
2015
Q1 | $129K | Buy |
851
+21
| +3% | +$3.18K | 0.03% | 65 |
|
|
2014
Q4 | $120K | Sell |
830
-22
| -3% | -$3.18K | 0.03% | 67 |
|
|
2014
Q3 | $117K | Sell |
852
-97
| -10% | -$13.3K | 0.03% | 68 |
|
|
2014
Q2 | $136K | Buy |
949
+12
| +1% | +$1.72K | 0.03% | 56 |
|
|
2014
Q1 | $129K | Sell |
937
-63
| -6% | -$8.67K | 0.03% | 55 |
|
|
2013
Q4 | $134K | Buy |
1,000
+59
| +6% | +$7.91K | 0.03% | 56 |
|
|
2013
Q3 | $117K | Buy |
941
+55
| +6% | +$6.84K | 0.03% | 74 |
|
|
2013
Q2 | $102K | Buy |
+886
| New | +$102K | 0.02% | 87 |
|