Beaton Management Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
4,530
| – | – | 0.14% | 113 |
|
|
2025
Q1 | $264K | Hold |
4,530
| – | – | 0.14% | 114 |
|
|
2024
Q4 | $282K | Hold |
4,530
| – | – | 0.14% | 111 |
|
|
2024
Q3 | $282K | Hold |
4,530
| – | – | 0.14% | 114 |
|
|
2024
Q2 | $265K | Hold |
4,530
| – | – | 0.14% | 116 |
|
|
2024
Q1 | $275K | Hold |
4,530
| – | – | 0.15% | 115 |
|
|
2023
Q4 | $251K | Sell |
4,530
-250
| -5% | -$13.9K | 0.15% | 117 |
|
|
2023
Q3 | $238K | Buy |
4,780
+30
| +0.6% | +$1.49K | 0.15% | 115 |
|
|
2023
Q2 | $248K | Hold |
4,750
| – | – | 0.16% | 120 |
|
|
2023
Q1 | $238K | Hold |
4,750
| – | – | 0.16% | 117 |
|
|
2022
Q4 | $230K | Hold |
4,750
| – | – | 0.15% | 120 |
|
|
2022
Q3 | $208K | Hold |
4,750
| – | – | 0.16% | 120 |
|
|
2022
Q2 | $215K | Hold |
4,750
| – | – | 0.15% | 121 |
|
|
2022
Q1 | $255K | Buy |
+4,750
| New | +$255K | 0.16% | 122 |
|