Birch Hill Investment Advisors’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 | $7.24M | Sell |
116,791
-73
| -0.1% | -$4.53K | 0.32% | 49 |
|
|
2025
Q1 | $6.82M | Buy |
116,864
+2,035
| +2% | +$119K | 0.32% | 45 |
|
|
2024
Q4 | $7.16M | Buy |
114,829
+5,675
| +5% | +$354K | 0.33% | 44 |
|
|
2024
Q3 | $6.8M | Buy |
109,154
+215
| +0.2% | +$13.4K | 0.32% | 47 |
|
|
2024
Q2 | $6.38M | Buy |
108,939
+4,870
| +5% | +$285K | 0.31% | 46 |
|
|
2024
Q1 | $6.32M | Buy |
104,069
+1,909
| +2% | +$116K | 0.31% | 46 |
|
|
2023
Q4 | $5.66M | Sell |
102,160
-125
| -0.1% | -$6.93K | 0.3% | 50 |
|
|
2023
Q3 | $5.1M | Buy |
102,285
+595
| +0.6% | +$29.7K | 0.3% | 49 |
|
|
2023
Q2 | $5.32M | Buy |
101,690
+635
| +0.6% | +$33.2K | 0.31% | 50 |
|
|
2023
Q1 | $5.06M | Buy |
101,055
+3,330
| +3% | +$167K | 0.31% | 53 |
|
|
2022
Q4 | $4.73M | Buy |
97,725
+12,240
| +14% | +$592K | 0.3% | 53 |
|
|
2022
Q3 | $3.75M | Buy |
85,485
+1,645
| +2% | +$72.1K | 0.25% | 58 |
|
|
2022
Q2 | $3.79M | Buy |
83,840
+305
| +0.4% | +$13.8K | 0.24% | 61 |
|
|
2022
Q1 | $4.48M | Buy |
83,535
+12,450
| +18% | +$668K | 0.24% | 61 |
|
|
2021
Q4 | $4.03M | Sell |
71,085
-920
| -1% | -$52.1K | 0.2% | 65 |
|
|
2021
Q3 | $3.79M | Buy |
72,005
+65
| +0.1% | +$3.42K | 0.2% | 65 |
|
|
2021
Q2 | $3.87M | Buy |
71,940
+1,045
| +1% | +$56.2K | 0.21% | 64 |
|
|
2021
Q1 | $3.69M | Sell |
70,895
-2,475
| -3% | -$129K | 0.21% | 62 |
|
|
2020
Q4 | $3.37M | Buy |
73,370
+935
| +1% | +$43K | 0.2% | 60 |
|
|
2020
Q3 | $2.69M | Sell |
72,435
-880
| -1% | -$32.6K | 0.18% | 60 |
|
|
2020
Q2 | $2.61M | Sell |
73,315
-2,000
| -3% | -$71.1K | 0.19% | 60 |
|
|
2020
Q1 | $2.17M | Sell |
75,315
-2,695
| -3% | -$77.5K | 0.19% | 59 |
|
|
2019
Q4 | $3.21M | Buy |
78,010
+6,530
| +9% | +$269K | 0.21% | 55 |
|
|
2019
Q3 | $2.76M | Sell |
71,480
-4,335
| -6% | -$168K | 0.2% | 59 |
|
|
2019
Q2 | $2.95M | Buy |
75,815
+3,245
| +4% | +$126K | 0.22% | 59 |
|
|
2019
Q1 | $2.75M | Buy |
72,570
+1,215
| +2% | +$46K | 0.21% | 62 |
|
|
2018
Q4 | $2.37M | Buy |
71,355
+1,855
| +3% | +$61.6K | 0.21% | 66 |
|
|
2018
Q3 | $2.8M | Buy |
69,500
+4,260
| +7% | +$172K | 0.2% | 65 |
|
|
2018
Q2 | $2.54M | Buy |
65,240
+6,370
| +11% | +$248K | 0.2% | 63 |
|
|
2018
Q1 | $2.21M | Buy |
58,870
+6,015
| +11% | +$226K | 0.18% | 65 |
|
|
2017
Q4 | $2.01M | Buy |
52,855
+990
| +2% | +$37.6K | 0.17% | 65 |
|
|
2017
Q3 | $1.86M | Sell |
51,865
-425
| -0.8% | -$15.2K | 0.16% | 65 |
|
|
2017
Q2 | $1.82M | Buy |
52,290
+4,325
| +9% | +$150K | 0.16% | 64 |
|
|
2017
Q1 | $1.64M | Buy |
47,965
+390
| +0.8% | +$13.4K | 0.14% | 66 |
|
|
2016
Q4 | $1.57M | Buy |
47,575
+2,485
| +6% | +$82.2K | 0.14% | 68 |
|
|
2016
Q3 | $1.4M | Buy |
45,090
+295
| +0.7% | +$9.13K | 0.13% | 69 |
|
|
2016
Q2 | $1.34M | Buy |
44,795
+1,820
| +4% | +$54.4K | 0.13% | 70 |
|
|
2016
Q1 | $1.24M | Sell |
42,975
-1,050
| -2% | -$30.3K | 0.13% | 71 |
|
|
2015
Q4 | $1.23M | Buy |
44,025
+1,395
| +3% | +$38.9K | 0.13% | 73 |
|
|
2015
Q3 | $1.17M | Sell |
42,630
-5,145
| -11% | -$141K | 0.13% | 72 |
|
|
2015
Q2 | $1.43M | Buy |
47,775
+1,945
| +4% | +$58.3K | 0.15% | 73 |
|
|
2015
Q1 | $1.39M | Buy |
45,830
+1,395
| +3% | +$42.4K | 0.14% | 75 |
|
|
2014
Q4 | $1.29M | Buy |
44,435
+120
| +0.3% | +$3.48K | 0.13% | 75 |
|
|
2014
Q3 | $1.21M | Sell |
44,315
-460
| -1% | -$12.6K | 0.13% | 74 |
|
|
2014
Q2 | $1.28M | Buy |
44,775
+460
| +1% | +$13.2K | 0.13% | 72 |
|
|
2014
Q1 | $1.22M | Buy |
44,315
+1,960
| +5% | +$53.9K | 0.13% | 74 |
|
|
2013
Q4 | $1.13M | Buy |
42,355
+1,530
| +4% | +$40.9K | 0.12% | 76 |
|
|
2013
Q3 | $1.01M | Buy |
40,825
+90
| +0.2% | +$2.24K | 0.12% | 79 |
|
|
2013
Q2 | $941K | Buy |
+40,735
| New | +$941K | 0.12% | 82 |
|