Tidemark’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Sell
1,616
-23
-1% -$1.43K 0.03% 182
2025
Q1
$95.7K Sell
1,639
-736
-31% -$43K 0.04% 174
2024
Q4
$148K Buy
2,375
+216
+10% +$13.5K 0.06% 141
2024
Q3
$135K Buy
2,159
+169
+8% +$10.5K 0.06% 142
2024
Q2
$116K Sell
1,990
-866
-30% -$50.7K 0.05% 141
2024
Q1
$173K Sell
2,856
-534
-16% -$32.4K 0.1% 131
2023
Q4
$188K Buy
+3,390
New +$188K 0.12% 116