Boston Family Office’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 | $3.33M | Sell |
53,674
-910
| -2% | -$56.4K | 0.22% | 90 |
|
|
2025
Q1 | $3.19M | Buy |
54,584
+378
| +0.7% | +$22.1K | 0.23% | 89 |
|
|
2024
Q4 | $3.38M | Buy |
54,206
+160
| +0.3% | +$9.97K | 0.23% | 88 |
|
|
2024
Q3 | $3.37M | Buy |
54,046
+304
| +0.6% | +$18.9K | 0.23% | 87 |
|
|
2024
Q2 | $3.15M | Sell |
53,742
-4,172
| -7% | -$244K | 0.23% | 90 |
|
|
2024
Q1 | $3.52M | Buy |
57,914
+1,149
| +2% | +$69.8K | 0.25% | 82 |
|
|
2023
Q4 | $3.15M | Buy |
56,765
+1,340
| +2% | +$74.3K | 0.24% | 82 |
|
|
2023
Q3 | $2.76M | Buy |
55,425
+5,090
| +10% | +$254K | 0.23% | 85 |
|
|
2023
Q2 | $2.63M | Buy |
50,335
+1,250
| +3% | +$65.4K | 0.2% | 92 |
|
|
2023
Q1 | $2.46M | Sell |
49,085
-310
| -0.6% | -$15.5K | 0.2% | 97 |
|
|
2022
Q4 | $2.39M | Buy |
49,395
+1,615
| +3% | +$78.1K | 0.2% | 94 |
|
|
2022
Q3 | $2.1M | Sell |
47,780
-7,420
| -13% | -$325K | 0.19% | 99 |
|
|
2022
Q2 | $2.5M | Sell |
55,200
-8,565
| -13% | -$388K | 0.21% | 95 |
|
|
2022
Q1 | $3.42M | Sell |
63,765
-5,645
| -8% | -$303K | 0.24% | 82 |
|
|
2021
Q4 | $3.93M | Buy |
69,410
+1,110
| +2% | +$62.8K | 0.26% | 82 |
|
|
2021
Q3 | $3.59M | Buy |
68,300
+7,710
| +13% | +$406K | 0.26% | 84 |
|
|
2021
Q2 | $3.26M | Buy |
60,590
+2,500
| +4% | +$134K | 0.23% | 92 |
|
|
2021
Q1 | $3.02M | Buy |
58,090
+1,875
| +3% | +$97.6K | 0.23% | 93 |
|
|
2020
Q4 | $2.58M | Sell |
56,215
-195
| -0.3% | -$8.96K | 0.2% | 101 |
|
|
2020
Q3 | $2.09M | Buy |
56,410
+650
| +1% | +$24.1K | 0.19% | 101 |
|
|
2020
Q2 | $1.98M | Buy |
55,760
+85
| +0.2% | +$3.02K | 0.19% | 99 |
|
|
2020
Q1 | $1.6M | Sell |
55,675
-5,420
| -9% | -$156K | 0.19% | 103 |
|
|
2019
Q4 | $2.52M | Buy |
61,095
+305
| +0.5% | +$12.6K | 0.24% | 97 |
|
|
2019
Q3 | $2.35M | Buy |
60,790
+500
| +0.8% | +$19.3K | 0.24% | 98 |
|
|
2019
Q2 | $2.34M | Buy |
60,290
+270
| +0.4% | +$10.5K | 0.24% | 96 |
|
|
2019
Q1 | $2.27M | Buy |
60,020
+8,895
| +17% | +$337K | 0.25% | 97 |
|
|
2018
Q4 | $1.7M | Buy |
51,125
+2,740
| +6% | +$91K | 0.21% | 112 |
|
|
2018
Q3 | $1.95M | Buy |
48,385
+12,830
| +36% | +$517K | 0.21% | 114 |
|
|
2018
Q2 | $1.39M | Buy |
35,555
+460
| +1% | +$17.9K | 0.16% | 130 |
|
|
2018
Q1 | $1.32M | Buy |
35,095
+775
| +2% | +$29.1K | 0.15% | 133 |
|
|
2017
Q4 | $1.3M | Sell |
34,320
-8,990
| -21% | -$341K | 0.14% | 132 |
|
|
2017
Q3 | $1.55M | Buy |
43,310
+2,685
| +7% | +$96.1K | 0.18% | 124 |
|
|
2017
Q2 | $1.41M | Buy |
40,625
+20,250
| +99% | +$704K | 0.17% | 131 |
|
|
2017
Q1 | $698K | Sell |
20,375
-1,365
| -6% | -$46.8K | 0.09% | 165 |
|
|
2016
Q4 | $719K | Hold |
21,740
| – | – | 0.09% | 166 |
|
|
2016
Q3 | $673K | Hold |
21,740
| – | – | 0.09% | 167 |
|
|
2016
Q2 | $650K | Hold |
21,740
| – | – | 0.08% | 169 |
|
|
2016
Q1 | $627K | Hold |
21,740
| – | – | 0.08% | 170 |
|
|
2015
Q4 | $606K | Hold |
21,740
| – | – | 0.08% | 163 |
|
|
2015
Q3 | $594K | Hold |
21,740
| – | – | 0.08% | 169 |
|
|
2015
Q2 | $652K | Hold |
21,740
| – | – | 0.08% | 175 |
|
|
2015
Q1 | $661K | Buy |
21,740
+410
| +2% | +$12.5K | 0.08% | 178 |
|
|
2014
Q4 | $618K | Buy |
21,330
+10,000
| +88% | +$290K | 0.08% | 182 |
|
|
2014
Q3 | $310K | Hold |
11,330
| – | – | 0.04% | 226 |
|
|
2014
Q2 | $324K | Hold |
11,330
| – | – | 0.04% | 224 |
|
|
2014
Q1 | $312K | Buy |
11,330
+910
| +9% | +$25.1K | 0.04% | 226 |
|
|
2013
Q4 | $279K | Sell |
10,420
-9,500
| -48% | -$254K | 0.04% | 227 |
|
|
2013
Q3 | $495K | Hold |
19,920
| – | – | 0.07% | 189 |
|
|
2013
Q2 | $460K | Buy |
+19,920
| New | +$460K | 0.07% | 186 |
|