Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Core S&P Mid-Cap ETF (IJH)
← All IJH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q3 0 0.00 Sell 100.00% <0.01 $15.87–18.45 · VW $17.20i SEC
2007   Q2 1,000 <0.01 $18.00 $18,000 SEC
2007   Q1 1,000 <0.01 $17.00 $17,000 SEC
2006   Q4 1,000 <0.01 $16.00 $16,000 SEC
2006   Q3 1,000 <0.01 $15.00 $15,000 SEC
2006   Q2 1,000 <0.01 $15.00 $15,000 SEC
2006   Q1 1,000 <0.01 $16.00 $16,000 SEC
2005   Q4 1,000 <0.01 Buy <0.01 $13.30–15.09 · VW $14.37i $15,000 SEC
2005   Q3 0 0.00 Sell 100.00% <0.01 $13.73–14.52 · VW $14.24i SEC
2005   Q2 1,000 <0.01 $13.70 $13,700 SEC
2005   Q1 1,000 <0.01 $13.15 $13,148 SEC
2004   Q4 1,000 <0.01 $13.23 $13,232 SEC
2004   Q3 1,000 <0.01 $11.88 $11,884 SEC
2004   Q2 1,000 <0.01 $12.16 $12,160 SEC
2004   Q1 1,000 <0.01 $12.10 $12,095 SEC
2003   Q4 1,000 <0.01 $11.51 $11,506 SEC
2003   Q3 1,000 <0.01 $10.21 $10,206 SEC
2003   Q2 1,000 <0.01 $9.60 $9,600 SEC
2003   Q1 1,000 <0.01 $8.21 $8,206 SEC
2002   Q4 1,000 <0.01 $8.61 $8,612 SEC
2002   Q3 1,000 <0.01 $8.15 $8,145 SEC
2002   Q2 1,000 <0.01 $9.78 $9,775 SEC
2002   Q1 1,000 <0.01 Buy <0.01 $9.69–10.89 · VW $10.27i $10,795 SEC
Price snapshot:
Current price$75.24
52-week low$60.50
52-week high$77.28