Boston Trust Walden’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 | $340K | Sell |
5,490
-145
| -3% | -$8.99K | ﹤0.01% | 342 |
|
|
2025
Q1 | $329K | Hold |
5,635
| – | – | ﹤0.01% | 342 |
|
|
2024
Q4 | $351K | Hold |
5,635
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $351K | Buy |
5,635
+145
| +3% | +$9.04K | ﹤0.01% | 336 |
|
|
2024
Q2 | $321K | Hold |
5,490
| – | – | ﹤0.01% | 343 |
|
|
2024
Q1 | $333K | Hold |
5,490
| – | – | ﹤0.01% | 340 |
|
|
2023
Q4 | $304K | Hold |
5,490
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $274K | Hold |
5,490
| – | – | ﹤0.01% | 341 |
|
|
2023
Q2 | $287K | Hold |
5,490
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $275K | Hold |
5,490
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $266K | Hold |
5,490
| – | – | ﹤0.01% | 345 |
|
|
2022
Q3 | $241K | Hold |
5,490
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $248K | Hold |
5,490
| – | – | ﹤0.01% | 348 |
|
|
2022
Q1 | $295K | Hold |
5,490
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $311K | Buy |
+5,490
| New | +$311K | ﹤0.01% | 358 |
|
|
2020
Q1 | – | Sell |
-17,010
| Closed | -$700K | – | 363 |
|
|
2019
Q4 | $700K | Hold |
17,010
| – | – | 0.01% | 306 |
|
|
2019
Q3 | $657K | Hold |
17,010
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $661K | Hold |
17,010
| – | – | 0.01% | 317 |
|
|
2019
Q1 | $644K | Hold |
17,010
| – | – | 0.01% | 322 |
|
|
2018
Q4 | $565K | Sell |
17,010
-625
| -4% | -$20.8K | 0.01% | 319 |
|
|
2018
Q3 | $710K | Buy |
17,635
+1,625
| +10% | +$65.4K | 0.01% | 317 |
|
|
2018
Q2 | $624K | Hold |
16,010
| – | – | 0.01% | 320 |
|
|
2018
Q1 | $601K | Hold |
16,010
| – | – | 0.01% | 323 |
|
|
2017
Q4 | $608K | Hold |
16,010
| – | – | 0.01% | 328 |
|
|
2017
Q3 | $573K | Hold |
16,010
| – | – | 0.01% | 331 |
|
|
2017
Q2 | $557K | Buy |
16,010
+2,250
| +16% | +$78.3K | 0.01% | 329 |
|
|
2017
Q1 | $471K | Buy |
+13,760
| New | +$471K | 0.01% | 318 |
|