Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.9M | Sell |
146,610
-429
| -0.3% | -$29.8K | 0.19% | 60 |
|
|
2025
Q4 | $9.7M | Sell |
147,039
-36,452
| -20% | -$2.39M | 0.19% | 58 |
|
|
2025
Q3 | $12M | Sell |
183,491
-1,696
| -0.9% | -$109K | 0.25% | 47 |
|
|
2025
Q2 | $11.5M | Buy |
185,187
+6,827
| +4% | +$401K | 0.25% | 52 |
|
|
2025
Q1 | $10.4M | Sell |
178,360
-6,365
| -3% | -$395K | 0.26% | 56 |
|
|
2024
Q4 | $11.5M | Buy |
184,725
+4,465
| +2% | +$286K | 0.28% | 49 |
|
|
2024
Q3 | $11.2M | Hold |
180,260
| – | – | 0.29% | 49 |
|
|
2024
Q2 | $10.5M | Hold |
180,260
| – | – | 0.28% | 50 |
|
|
2024
Q1 | $10.9M | Buy |
180,260
+176,465
| +4,650% | +$9.99M | 0.29% | 45 |
|
|
2023
Q4 | $210K | Sell |
3,795
-165
| -4% | -$8.37K | 0.01% | 358 |
|
|
2023
Q3 | $197K | Sell |
3,960
-12,115
| -75% | -$635K | 0.01% | 354 |
|
|
2023
Q2 | $841K | Buy |
16,075
+7,665
| +91% | +$381K | 0.04% | 156 |
|
|
2023
Q1 | $421K | Hold |
8,410
| – | – | 0.02% | 202 |
|
|
2022
Q4 | $407K | Hold |
8,410
| – | – | 0.02% | 203 |
|
|
2022
Q3 | $369K | Sell |
8,410
-165
| -2% | -$7.98K | 0.02% | 188 |
|
|
2022
Q2 | $388K | Sell |
8,575
-3,555
| -29% | -$175K | 0.02% | 193 |
|
|
2022
Q1 | $651K | Buy |
12,130
+695
| +6% | +$37K | 0.03% | 172 |
|
|
2021
Q4 | $647K | Buy |
11,435
+5
| +0% | +$278 | 0.04% | 158 |
|
|
2021
Q3 | $601K | Sell |
11,430
-575
| -5% | -$30.9K | 0.04% | 163 |
|
|
2021
Q2 | $645K | Buy |
12,005
+700
| +6% | +$37.8K | 0.04% | 158 |
|
|
2021
Q1 | $588K | Buy |
11,305
+2,100
| +23% | +$105K | 0.04% | 162 |
|
|
2020
Q4 | $423K | Sell |
9,205
-2,225
| -19% | -$93.7K | 0.03% | 182 |
|
|
2020
Q3 | $424K | Hold |
11,430
| – | – | 0.03% | 171 |
|
|
2020
Q2 | $406K | Hold |
11,430
| – | – | 0.03% | 172 |
|
|
2020
Q1 | $329K | Sell |
11,430
-4,075
| -26% | -$152K | 0.03% | 185 |
|
|
2019
Q4 | $638K | Hold |
15,505
| – | – | 0.04% | 142 |
|
|
2019
Q3 | $599K | Hold |
15,505
| – | – | 0.04% | 146 |
|
|
2019
Q2 | $602K | Hold |
15,505
| – | – | 0.04% | 143 |
|
|
2019
Q1 | $587K | Hold |
15,505
| – | – | 0.03% | 147 |
|
|
2018
Q4 | $515K | Buy |
+15,505
| New | +$566K | 0.03% | 149 |
|
|
2018
Q3 | – | Sell |
-37,335
| Closed | -$1.45M | – | 206 |
|
|
2018
Q2 | $1.45M | Buy |
37,335
+17,845
| +92% | +$689K | 0.08% | 91 |
|
|
2018
Q1 | $731K | Sell |
19,490
-20
| -0.1% | -$765 | 0.04% | 138 |
|
|
2017
Q4 | $741K | Sell |
19,510
-1,765
| -8% | -$65.3K | 0.04% | 144 |
|
|
2017
Q3 | $761K | Buy |
21,275
+180
| +0.9% | +$6.27K | 0.04% | 140 |
|
|
2017
Q2 | $734K | Sell |
21,095
-250
| -1% | -$8.63K | 0.04% | 140 |
|
|
2017
Q1 | $731K | Buy |
21,345
+2,475
| +13% | +$84.2K | 0.04% | 138 |
|
|
2016
Q4 | $624K | Sell |
18,870
-200
| -1% | -$6.34K | 0.04% | 144 |
|
|
2016
Q3 | $590K | Hold |
19,070
| – | – | 0.04% | 146 |
|
|
2016
Q2 | $570K | Hold |
19,070
| – | – | 0.04% | 139 |
|
|
2016
Q1 | $550K | Buy |
+19,070
| New | +$509K | 0.04% | 144 |
|
|
2015
Q4 | – | Sell |
-21,020
| Closed | -$574K | – | 275 |
|
|
2015
Q3 | $574K | Buy |
+21,020
| New | +$611K | 0.04% | 142 |
|
Other funds holding IJH
