Carl P. Sherr & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Hold |
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|
2025
Q1 | $625K | Hold |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $642K | Hold |
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|
2024
Q1 | $667K | Sell |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $593K | Hold |
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|
2023
Q1 | $568K | Sell |
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|
2022
Q4 | $571K | Sell |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | $723K | Sell |
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|
2021
Q4 | $799K | Hold |
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|
2021
Q3 | $742K | Hold |
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|
2021
Q2 | $758K | Sell |
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|
2021
Q1 | $791K | Sell |
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|
2020
Q4 | $704K | Sell |
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|
2020
Q3 | $570K | Sell |
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|
2020
Q2 | $582K | Sell |
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|
2020
Q1 | $795K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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