TCA
Trifecta Capital Advisors’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 | $18M | Buy |
289,460
+447
| +0.2% | +$27.7K | 2.99% | 9 |
|
|
2025
Q1 | $16.9M | Buy |
289,013
+4,816
| +2% | +$281K | 3.53% | 9 |
|
|
2024
Q4 | $17.7M | Buy |
284,197
+124,922
| +78% | +$7.78M | 3.5% | 8 |
|
|
2024
Q3 | $9.93M | Buy |
159,275
+6,926
| +5% | +$432K | 2.08% | 13 |
|
|
2024
Q2 | $8.92M | Buy |
152,349
+14,564
| +11% | +$852K | 1.97% | 14 |
|
|
2024
Q1 | $8.37M | Buy |
137,785
+112,536
| +446% | +$6.84M | 2.04% | 13 |
|
|
2023
Q4 | $7M | Buy |
25,249
+5,231
| +26% | +$1.45M | 1.94% | 14 |
|
|
2023
Q3 | $4.99M | Buy |
20,018
+923
| +5% | +$230K | 1.6% | 15 |
|
|
2023
Q2 | $4.99M | Buy |
19,095
+2,805
| +17% | +$733K | 1.61% | 15 |
|
|
2023
Q1 | $4.08M | Buy |
16,290
+2,557
| +19% | +$640K | 1.44% | 19 |
|
|
2022
Q4 | $3.32M | Buy |
+13,733
| New | +$3.32M | 1.32% | 20 |
|