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 Midcap ETF (IJH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2007   Q3 0 0.00 Sell 100.00% <0.01 SEC
2007   Q2 200 <0.01 $90.00 $18,000 SEC
2007   Q1 200 <0.01 $85.00 $17,000 SEC
2006   Q4 200 <0.01 $80.00 $16,000 SEC
2006   Q3 200 <0.01 $75.00 $15,000 SEC
2006   Q2 200 <0.01 $75.00 $15,000 SEC
2006   Q1 200 <0.01 $80.00 $16,000 SEC
2005   Q4 200 <0.01 Buy <0.01 $75.00 $15,000 SEC
2005   Q3 0 0.00 Sell 100.00% <0.01 SEC
2005   Q2 200 <0.01 Add 100.00% <0.01 $68,500.00 $13,700,000 SEC
2005   Q1 100 <0.01 $131,480.00 $13,148,000 SEC
2004   Q4 100 <0.01 $132,320.00 $13,232,000 SEC
2004   Q3 100 <0.01 $118,840.00 $11,884,000 SEC
2004   Q2 100 <0.01 $121,600.00 $12,160,000 SEC
2004   Q1 100 <0.01 $120,950.00 $12,095,000 SEC
2003   Q4 100 <0.01 $115,060.00 $11,506,000 SEC
2003   Q3 100 <0.01 $102,060.00 $10,206,000 SEC
2003   Q2 100 <0.01 $96,000.00 $9,600,000 SEC
2003   Q1 100 <0.01 $82,060.00 $8,206,000 SEC
2002   Q4 100 <0.01 $86,120.00 $8,612,000 SEC
2002   Q3 100 <0.01 $81,450.00 $8,145,000 SEC
2002   Q2 100 <0.01 $97,750.00 $9,775,000 SEC
2002   Q1 100 <0.01 Buy <0.01 $107,950.00 $10,795,000 SEC