Boltwood Capital Management’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 | $7.19M | Buy |
115,940
+1,865
| +2% | +$116K | 2.04% | 12 |
|
|
2025
Q1 | $6.66M | Buy |
114,075
+730
| +0.6% | +$42.6K | 2.02% | 9 |
|
|
2024
Q4 | $7.06M | Sell |
113,345
-815
| -0.7% | -$50.8K | 2.15% | 9 |
|
|
2024
Q3 | $7.11M | Sell |
114,160
-97
| -0.1% | -$6.05K | 2.11% | 10 |
|
|
2024
Q2 | $6.69M | Sell |
114,257
-3,648
| -3% | -$213K | 2.09% | 10 |
|
|
2024
Q1 | $7.16M | Sell |
117,905
-570
| -0.5% | -$34.6K | 2.22% | 8 |
|
|
2023
Q4 | $6.57M | Buy |
118,475
+430
| +0.4% | +$23.8K | 2.18% | 9 |
|
|
2023
Q3 | $5.89M | Buy |
118,045
+1,080
| +0.9% | +$53.9K | 2.18% | 8 |
|
|
2023
Q2 | $6.12M | Buy |
116,965
+485
| +0.4% | +$25.4K | 2.21% | 8 |
|
|
2023
Q1 | $5.83M | Buy |
116,480
+1,315
| +1% | +$65.8K | 2.18% | 8 |
|
|
2022
Q4 | $5.57M | Buy |
115,165
+1,195
| +1% | +$57.8K | 2.26% | 8 |
|
|
2022
Q3 | $5M | Buy |
113,970
+3,200
| +3% | +$140K | 2.29% | 9 |
|
|
2022
Q2 | $5.01M | Buy |
110,770
+5,635
| +5% | +$255K | 2.17% | 8 |
|
|
2022
Q1 | $5.64M | Buy |
105,135
+1,200
| +1% | +$64.4K | 2.18% | 8 |
|
|
2021
Q4 | $5.88M | Sell |
103,935
-75
| -0.1% | -$4.25K | 2.17% | 9 |
|
|
2021
Q3 | $5.47M | Sell |
104,010
-2,300
| -2% | -$121K | 2.21% | 6 |
|
|
2021
Q2 | $5.71M | Sell |
106,310
-425
| -0.4% | -$22.8K | 2.37% | 6 |
|
|
2021
Q1 | $5.56M | Sell |
106,735
-2,125
| -2% | -$111K | 2.47% | 6 |
|
|
2020
Q4 | $5M | Sell |
108,860
-1,400
| -1% | -$64.4K | 2.43% | 5 |
|
|
2020
Q3 | $4.09M | Sell |
110,260
-750
| -0.7% | -$27.8K | 2.28% | 5 |
|
|
2020
Q2 | $3.95M | Buy |
111,010
+1,980
| +2% | +$70.4K | 2.38% | 5 |
|
|
2020
Q1 | $3.14M | Buy |
109,030
+5,720
| +6% | +$165K | 2.22% | 6 |
|
|
2019
Q4 | $4.25M | Buy |
103,310
+3,100
| +3% | +$128K | 2.39% | 5 |
|
|
2019
Q3 | $3.87M | Sell |
100,210
-1,225
| -1% | -$47.3K | 2.44% | 5 |
|
|
2019
Q2 | $3.94M | Sell |
101,435
-1,130
| -1% | -$43.9K | 2.51% | 5 |
|
|
2019
Q1 | $3.89M | Sell |
102,565
-5,255
| -5% | -$199K | 2.53% | 5 |
|
|
2018
Q4 | $3.58M | Buy |
107,820
+1,770
| +2% | +$58.8K | 2.45% | 6 |
|
|
2018
Q3 | $4.27M | Hold |
106,050
| – | – | 2.54% | 6 |
|
|
2018
Q2 | $4.13M | Sell |
106,050
-500
| -0.5% | -$19.5K | 2.69% | 5 |
|
|
2018
Q1 | $4M | Sell |
106,550
-1,295
| -1% | -$48.6K | 2.74% | 5 |
|
|
2017
Q4 | $4.09M | Hold |
107,845
| – | – | 2.5% | 7 |
|
|
2017
Q3 | $3.86M | Sell |
107,845
-500
| -0.5% | -$17.9K | 2.51% | 6 |
|
|
2017
Q2 | $3.77M | Hold |
108,345
| – | – | 2.55% | 6 |
|
|
2017
Q1 | $3.71M | Sell |
108,345
-750
| -0.7% | -$25.7K | 2.6% | 7 |
|
|
2016
Q4 | $3.61M | Sell |
109,095
-5,000
| -4% | -$165K | 2.76% | 7 |
|
|
2016
Q3 | $3.53M | Buy |
114,095
+5,000
| +5% | +$155K | 2.83% | 6 |
|
|
2016
Q2 | $3.26M | Buy |
109,095
+1,500
| +1% | +$44.8K | 2.71% | 6 |
|
|
2016
Q1 | $3.1M | Hold |
107,595
| – | – | 2.73% | 6 |
|
|
2015
Q4 | $3M | Buy |
107,595
+3,250
| +3% | +$90.6K | 2.75% | 6 |
|
|
2015
Q3 | $2.85M | Sell |
104,345
-1,350
| -1% | -$36.9K | 3.04% | 5 |
|
|
2015
Q2 | $3.17M | Sell |
105,695
-1,500
| -1% | -$45K | 3.12% | 6 |
|
|
2015
Q1 | $3.26M | Sell |
107,195
-2,000
| -2% | -$60.8K | 0.95% | 29 |
|
|
2014
Q4 | $3.16M | Buy |
109,195
+600
| +0.6% | +$17.4K | 0.9% | 30 |
|
|
2014
Q3 | $2.97M | Buy |
108,595
+11,290
| +12% | +$309K | 0.88% | 30 |
|
|
2014
Q2 | $2.78M | Buy |
97,305
+2,200
| +2% | +$62.9K | 0.82% | 30 |
|
|
2014
Q1 | $2.62M | Sell |
95,105
-500
| -0.5% | -$13.7K | 0.82% | 31 |
|
|
2013
Q4 | $2.56M | Buy |
95,605
+2,500
| +3% | +$66.9K | 0.84% | 33 |
|
|
2013
Q3 | $2.31M | Buy |
93,105
+1,225
| +1% | +$30.4K | 0.84% | 30 |
|
|
2013
Q2 | $2.12M | Buy |
+91,880
| New | +$2.12M | 0.87% | 30 |
|