TFA
Tranquilli Financial Advisor’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Sell |
11,392
-14,453
| -56% | -$896K | 0.44% | 56 |
|
|
2025
Q1 | $1.51M | Buy |
25,845
+3,379
| +15% | +$197K | 0.95% | 27 |
|
|
2024
Q4 | $1.4M | Buy |
22,466
+18,318
| +442% | +$1.14M | 0.89% | 33 |
|
|
2024
Q3 | $259K | Sell |
4,148
-16,140
| -80% | -$1.01M | 0.16% | 95 |
|
|
2024
Q2 | $1.18M | Buy |
20,288
+7,079
| +54% | +$410K | 0.79% | 34 |
|
|
2024
Q1 | $802K | Buy |
+13,209
| New | +$802K | 0.54% | 48 |
|
|
2023
Q4 | – | Sell |
-4,144
| Closed | -$1.03M | – | 103 |
|
|
2023
Q3 | $1.03M | Buy |
4,144
+1,117
| +37% | +$279K | 0.75% | 32 |
|
|
2023
Q2 | $792K | Sell |
3,027
-1,068
| -26% | -$279K | 0.56% | 36 |
|
|
2023
Q1 | $1.02M | Sell |
4,095
-56
| -1% | -$14K | 0.77% | 25 |
|
|
2022
Q4 | $1M | Buy |
4,151
+156
| +4% | +$37.7K | 0.76% | 21 |
|
|
2022
Q3 | $876K | Buy |
3,995
+1,154
| +41% | +$253K | 0.69% | 13 |
|
|
2022
Q2 | $643K | Buy |
+2,841
| New | +$643K | 0.49% | 23 |
|
|
2021
Q3 | – | Sell |
-3,401
| Closed | -$914K | – | 77 |
|
|
2021
Q2 | $914K | Sell |
3,401
-2,174
| -39% | -$584K | 0.69% | 35 |
|
|
2021
Q1 | $1.45M | Sell |
5,575
-13,667
| -71% | -$3.56M | 1.17% | 29 |
|
|
2020
Q4 | $4.42M | Buy |
+19,242
| New | +$4.42M | 4.01% | 1 |
|