Charter Oak Capital Management’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
Q3 | $915K | Sell |
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|
2025
Q2 | $928K | Sell |
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|
2025
Q1 | $947K | Buy |
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|
2024
Q4 | $913K | Sell |
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|
2024
Q3 | $967K | Buy |
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|
2024
Q2 | $902K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $978K | Sell |
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|
2023
Q3 | $891K | Sell |
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|
2023
Q2 | $953K | Buy |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $885K | Sell |
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|
2022
Q3 | $888K | Sell |
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|
2022
Q2 | $998K | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.18M | Buy |
|