TIAM2
Tru Independence Asset Management 2’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 | $1.44M | Buy |
23,236
+2,385
| +11% | +$148K | 0.99% | 29 |
|
|
2025
Q1 | $1.22M | Buy |
20,851
+5,381
| +35% | +$315K | 0.91% | 30 |
|
|
2024
Q4 | $964K | Buy |
15,470
+2,211
| +17% | +$138K | 0.8% | 33 |
|
|
2024
Q3 | $826K | Buy |
+13,259
| New | +$826K | 0.7% | 29 |
|
|
2023
Q1 | $546K | Buy |
+2,182
| New | +$546K | 0.55% | 37 |
|
|
2022
Q3 | $478K | Buy |
2,182
+725
| +50% | +$159K | 0.51% | 34 |
|
|
2022
Q2 | $330K | Hold |
1,457
| – | – | 0.27% | 47 |
|
|
2022
Q1 | $391K | Sell |
1,457
-15
| -1% | -$4.03K | 0.22% | 60 |
|
|
2021
Q4 | $416K | Buy |
+1,472
| New | +$416K | 0.22% | 79 |
|