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

Tiedemann Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$259M	Buy	5,161,310 +423,185	+9%	+$21.2M	11.09%	2
2023 Q2	$248M	Sell	4,738,125 -71,965	-1%	-$3.76M	10.54%	3
2023 Q1	$241M	Sell	4,810,090 -179,225	-4%	-$8.97M	10.93%	2
2022 Q4	$241M	Buy	4,989,315 +37,675	+0.8%	+$1.82M	11.56%	2
2022 Q3	$217M	Buy	+4,951,640	New	+$217M	13.16%	2
2022 Q2	–	Sell	-4,797,795	Closed	-$257M	–	267
2022 Q1	$257M	Buy	4,797,795 +79,510	+2%	+$4.27M	13.08%	2
2021 Q4	$267M	Buy	4,718,285 +238,960	+5%	+$13.5M	13.02%	2
2021 Q3	$236M	Sell	4,479,325 -627,775	-12%	-$33M	12.56%	2
2021 Q2	$274M	Buy	5,107,100 +695,120	+16%	+$37.4M	11%	2
2021 Q1	$230M	Buy	4,411,980 +502,755	+13%	+$26.2M	10.06%	2
2020 Q4	$180M	Buy	3,909,225 +31,185	+0.8%	+$1.43M	8.7%	2
2020 Q3	$144M	Buy	3,878,040 +228,015	+6%	+$8.45M	6.94%	2
2020 Q2	$130M	Buy	3,650,025 +270,590	+8%	+$9.62M	6.9%	2
2020 Q1	$97.2M	Buy	3,379,435 +3,010,235	+815%	+$86.6M	6.29%	3
2019 Q4	$15.2M	Sell	369,200 -36,295	-9%	-$1.49M	0.73%	33
2019 Q3	$15.7M	Buy	405,495 +3,425	+0.9%	+$132K	0.75%	31
2019 Q2	$15.6M	Sell	402,070 -45,255	-10%	-$1.76M	0.78%	28
2019 Q1	$16.9M	Sell	447,325 -196,140	-30%	-$7.43M	0.8%	30
2018 Q4	$21.4M	Buy	643,465 +102,490	+19%	+$3.4M	1.09%	20
2018 Q3	$21.9M	Buy	540,975 +41,785	+8%	+$1.69M	1.29%	16
2018 Q2	$19.5M	Sell	499,190 -370,040	-43%	-$14.5M	1.25%	17
2018 Q1	$32.6M	Sell	869,230 -25,065	-3%	-$940K	2.23%	9
2017 Q4	$33.9M	Buy	894,295 +29,365	+3%	+$1.11M	2.6%	10
2017 Q3	$30.9M	Sell	864,930 -63,165	-7%	-$2.26M	2.78%	7
2017 Q2	$32.3M	Sell	928,095 -11,630	-1%	-$405K	2.35%	8
2017 Q1	$32.2M	Buy	939,725 +15,105	+2%	+$517K	2.7%	7
2016 Q4	$30.6M	Sell	924,620 -815,615	-47%	-$27M	3.05%	6
2016 Q3	$52.9M	Buy	1,740,235 +822,420	+90%	+$25M	11%	3
2016 Q2	$12.5M	Buy	917,815 +473,630	+107%	+$6.45M	12.01%	1
2016 Q1	$12.8M	Buy	+444,185	New	+$12.8M	10.14%	3