Tiemann Investment Advisors’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 | $2.04M | Buy |
32,937
+380
| +1% | +$23.6K | 0.84% | 22 |
|
|
2025
Q1 | $1.9M | Sell |
32,557
-290
| -0.9% | -$16.9K | 0.86% | 24 |
|
|
2024
Q4 | $2.05M | Sell |
32,847
-1,220
| -4% | -$76K | 0.91% | 21 |
|
|
2024
Q3 | $2.12M | Buy |
34,067
+744
| +2% | +$46.4K | 0.92% | 23 |
|
|
2024
Q2 | $1.95M | Sell |
33,323
-1,392
| -4% | -$81.5K | 0.87% | 21 |
|
|
2024
Q1 | $2.11M | Buy |
34,715
+1,595
| +5% | +$96.9K | 0.94% | 21 |
|
|
2023
Q4 | $1.84M | Buy |
33,120
+2,225
| +7% | +$123K | 0.89% | 24 |
|
|
2023
Q3 | $1.54M | Buy |
30,895
+110
| +0.4% | +$5.49K | 0.82% | 27 |
|
|
2023
Q2 | $1.61M | Buy |
30,785
+760
| +3% | +$39.7K | 0.82% | 28 |
|
|
2023
Q1 | $1.5M | Sell |
30,025
-425
| -1% | -$21.3K | 0.82% | 30 |
|
|
2022
Q4 | $1.47M | Buy |
30,450
+70
| +0.2% | +$3.39K | 0.86% | 27 |
|
|
2022
Q3 | $1.33M | Sell |
30,380
-5,820
| -16% | -$255K | 0.86% | 31 |
|
|
2022
Q2 | $1.64M | Sell |
36,200
-250
| -0.7% | -$11.3K | 0.87% | 26 |
|
|
2022
Q1 | $1.96M | Sell |
36,450
-1,080
| -3% | -$58K | 0.9% | 25 |
|
|
2021
Q4 | $2.13M | Buy |
37,530
+5,755
| +18% | +$326K | 0.9% | 23 |
|
|
2021
Q3 | $1.67M | Sell |
31,775
-1,835
| -5% | -$96.6K | 0.79% | 30 |
|
|
2021
Q2 | $1.81M | Sell |
33,610
-215
| -0.6% | -$11.6K | 0.85% | 26 |
|
|
2021
Q1 | $1.76M | Buy |
33,825
+1,245
| +4% | +$64.8K | 0.88% | 24 |
|
|
2020
Q4 | $1.5M | Buy |
32,580
+900
| +3% | +$41.4K | 0.8% | 29 |
|
|
2020
Q3 | $1.17M | Buy |
31,680
+980
| +3% | +$36.3K | 0.73% | 37 |
|
|
2020
Q2 | $1.09M | Buy |
30,700
+14,175
| +86% | +$504K | 0.75% | 35 |
|
|
2020
Q1 | $476K | Sell |
16,525
-65
| -0.4% | -$1.87K | 0.41% | 64 |
|
|
2019
Q4 | $683K | Buy |
16,590
+505
| +3% | +$20.8K | 0.47% | 60 |
|
|
2019
Q3 | $622K | Buy |
16,085
+130
| +0.8% | +$5.03K | 0.45% | 59 |
|
|
2019
Q2 | $620K | Buy |
15,955
+40
| +0.3% | +$1.55K | 0.45% | 61 |
|
|
2019
Q1 | $603K | Buy |
15,915
+755
| +5% | +$28.6K | 0.46% | 57 |
|
|
2018
Q4 | $504K | Buy |
15,160
+3,685
| +32% | +$123K | 0.45% | 61 |
|
|
2018
Q3 | $462K | Sell |
11,475
-705
| -6% | -$28.4K | 0.35% | 79 |
|
|
2018
Q2 | $475K | Sell |
12,180
-610
| -5% | -$23.8K | 0.38% | 74 |
|
|
2018
Q1 | $480K | Sell |
12,790
-95
| -0.7% | -$3.57K | 0.39% | 74 |
|
|
2017
Q4 | $489K | Buy |
12,885
+1,705
| +15% | +$64.7K | 0.39% | 74 |
|
|
2017
Q3 | $400K | Buy |
11,180
+380
| +4% | +$13.6K | 0.34% | 88 |
|
|
2017
Q2 | $376K | Buy |
10,800
+125
| +1% | +$4.35K | 0.34% | 90 |
|
|
2017
Q1 | $366K | Sell |
10,675
-545
| -5% | -$18.7K | 0.34% | 89 |
|
|
2016
Q4 | $371K | Buy |
11,220
+285
| +3% | +$9.42K | 0.36% | 79 |
|
|
2016
Q3 | $338K | Sell |
10,935
-160
| -1% | -$4.95K | 0.31% | 103 |
|
|
2016
Q2 | $332K | Sell |
11,095
-335
| -3% | -$10K | 0.31% | 103 |
|
|
2016
Q1 | $330K | Buy |
11,430
+1,635
| +17% | +$47.2K | 0.33% | 98 |
|
|
2015
Q4 | $273K | Sell |
9,795
-595
| -6% | -$16.6K | 0.28% | 115 |
|
|
2015
Q3 | $284K | Buy |
10,390
+90
| +0.9% | +$2.46K | 0.31% | 113 |
|
|
2015
Q2 | $309K | Sell |
10,300
-70
| -0.7% | -$2.1K | 0.32% | 104 |
|
|
2015
Q1 | $315K | Sell |
10,370
-1,015
| -9% | -$30.8K | 0.33% | 94 |
|
|
2014
Q4 | $330K | Sell |
11,385
-740
| -6% | -$21.4K | 0.35% | 91 |
|
|
2014
Q3 | $332K | Sell |
12,125
-145
| -1% | -$3.97K | 0.37% | 94 |
|
|
2014
Q2 | $351K | Sell |
12,270
-75
| -0.6% | -$2.15K | 0.39% | 92 |
|
|
2014
Q1 | $339K | Sell |
12,345
-270
| -2% | -$7.41K | 0.38% | 93 |
|
|
2013
Q4 | $338K | Buy |
+12,615
| New | +$338K | 0.4% | 85 |
|