TA
Tectonic 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 | $9.21M | Buy |
148,566
+10,220
| +7% | +$634K | 0.54% | 50 |
|
|
2025
Q1 | $8.07M | Buy |
138,346
+5,278
| +4% | +$308K | 0.5% | 52 |
|
|
2024
Q4 | $8.29M | Buy |
133,068
+3,813
| +3% | +$238K | 0.54% | 44 |
|
|
2024
Q3 | $8.06M | Buy |
129,255
+5,770
| +5% | +$360K | 0.53% | 41 |
|
|
2024
Q2 | $7.23M | Hold |
123,485
| – | – | 0.52% | 36 |
|
|
2024
Q1 | $7.5M | Buy |
123,485
+98,788
| +400% | +$6M | 0.57% | 27 |
|
|
2023
Q4 | $6.84M | Sell |
24,697
-14
| -0.1% | -$3.88K | 0.57% | 27 |
|
|
2023
Q3 | $6.16M | Buy |
24,711
+2,314
| +10% | +$577K | 0.58% | 26 |
|
|
2023
Q2 | $5.86M | Hold |
22,397
| – | – | 0.72% | 24 |
|
|
2023
Q1 | $5.6M | Buy |
22,397
+3,237
| +17% | +$810K | 0.77% | 23 |
|
|
2022
Q4 | $4.63M | Hold |
19,160
| – | – | 0.72% | 25 |
|
|
2022
Q3 | $4.2M | Hold |
19,160
| – | – | 0.78% | 21 |
|
|
2022
Q2 | $4.34M | Hold |
19,160
| – | – | 0.79% | 22 |
|
|
2022
Q1 | $5.14M | Hold |
19,160
| – | – | 0.88% | 18 |
|
|
2021
Q4 | $5.42M | Sell |
19,160
-250
| -1% | -$70.8K | 0.97% | 18 |
|
|
2021
Q3 | $5.11M | Sell |
19,410
-2,702
| -12% | -$711K | 1% | 19 |
|
|
2021
Q2 | $5.94M | Sell |
22,112
-252
| -1% | -$67.7K | 1.23% | 16 |
|
|
2021
Q1 | $5.82M | Sell |
22,364
-268
| -1% | -$69.8K | 1.45% | 15 |
|
|
2020
Q4 | $5.2M | Buy |
+22,632
| New | +$5.2M | 1.42% | 16 |
|