Tilia Fiduciary Partners’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 | $713K | Buy |
11,500
+105
| +0.9% | +$6.51K | 0.44% | 66 |
|
|
2025
Q1 | $665K | Buy |
11,395
+66
| +0.6% | +$3.85K | 0.44% | 66 |
|
|
2024
Q4 | $706K | Sell |
11,329
-359
| -3% | -$22.4K | 0.48% | 60 |
|
|
2024
Q3 | $728K | Buy |
11,688
+2,674
| +30% | +$167K | 0.5% | 57 |
|
|
2024
Q2 | $528K | Buy |
9,014
+98
| +1% | +$5.74K | 0.41% | 63 |
|
|
2024
Q1 | $542K | Sell |
8,916
-159
| -2% | -$9.66K | 0.44% | 63 |
|
|
2023
Q4 | $503K | Buy |
9,075
+100
| +1% | +$5.54K | 0.47% | 65 |
|
|
2023
Q3 | $448K | Sell |
8,975
-100
| -1% | -$4.99K | 0.47% | 63 |
|
|
2023
Q2 | $475K | Sell |
9,075
-95
| -1% | -$4.97K | 0.42% | 63 |
|
|
2023
Q1 | $459K | Buy |
9,170
+45
| +0.5% | +$2.25K | 0.44% | 66 |
|
|
2022
Q4 | $441K | Sell |
9,125
-270
| -3% | -$13.1K | 0.42% | 70 |
|
|
2022
Q3 | $424K | Sell |
9,395
-100
| -1% | -$4.51K | 0.43% | 71 |
|
|
2022
Q2 | $434K | Sell |
9,495
-110
| -1% | -$5.03K | 0.41% | 66 |
|
|
2022
Q1 | $515K | Buy |
9,605
+680
| +8% | +$36.5K | 0.44% | 65 |
|
|
2021
Q4 | $505K | Buy |
+8,925
| New | +$505K | 0.41% | 70 |
|