TFM
TFC Financial 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 | Sell |
5,036
-858
| -15% | -$53.2K | 0.04% | 99 |
|
|
2025
Q1 | $344K | Buy |
5,894
+2
| +0% | +$117 | 0.05% | 84 |
|
|
2024
Q4 | $367K | Buy |
5,892
+3
| +0.1% | +$187 | 0.06% | 86 |
|
|
2024
Q3 | $367K | Buy |
5,889
+3
| +0.1% | +$187 | 0.06% | 84 |
|
|
2024
Q2 | $344K | Buy |
5,886
+2
| +0% | +$117 | 0.06% | 78 |
|
|
2024
Q1 | $357K | Buy |
5,884
+4,354
| +285% | +$264K | 0.06% | 77 |
|
|
2023
Q4 | $424K | Buy |
1,530
+2
| +0.1% | +$554 | 0.09% | 74 |
|
|
2023
Q3 | $381K | Hold |
1,528
| – | – | 0.09% | 73 |
|
|
2023
Q2 | $400K | Hold |
1,528
| – | – | 0.1% | 71 |
|
|
2023
Q1 | $382K | Buy |
1,528
+1,275
| +504% | +$319K | 0.1% | 71 |
|
|
2022
Q4 | $61.1K | Buy |
253
+2
| +0.8% | +$483 | 0.02% | 189 |
|
|
2022
Q3 | $55K | Hold |
251
| – | – | 0.02% | 194 |
|
|
2022
Q2 | $57K | Hold |
251
| – | – | 0.02% | 195 |
|
|
2022
Q1 | $67K | Buy |
251
+1
| +0.4% | +$267 | 0.02% | 187 |
|
|
2021
Q4 | $71K | Buy |
250
+1
| +0.4% | +$284 | 0.02% | 190 |
|
|
2021
Q3 | $66K | Buy |
249
+120
| +93% | +$31.8K | 0.02% | 191 |
|
|
2021
Q2 | $35K | Hold |
129
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $34K | Hold |
129
| – | – | 0.01% | 215 |
|
|
2020
Q4 | $30K | Buy |
129
+1
| +0.8% | +$233 | 0.01% | 223 |
|
|
2020
Q3 | $24K | Buy |
+128
| New | +$24K | 0.01% | 226 |
|