Tilia Fiduciary Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $746K | Sell |
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|
2025
Q2 | $713K | Buy |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $728K | Buy |
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $434K | Sell |
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|
2022
Q1 | $515K | Buy |
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|
2021
Q4 | $505K | Buy |
|