Douglass Winthrop Advisors’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
Q1 | – | Sell |
-4,295
| Closed | -$268K | – | 289 |
|
|
2024
Q4 | $268K | Sell |
4,295
-1,265
| -23% | -$78.8K | 0.01% | 259 |
|
|
2024
Q3 | $346K | Buy |
5,560
+1,350
| +32% | +$84.1K | 0.01% | 229 |
|
|
2024
Q2 | $246K | Sell |
4,210
-1,060
| -20% | -$62K | 0.01% | 256 |
|
|
2024
Q1 | $320K | Hold |
5,270
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $292K | Hold |
5,270
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $263K | Hold |
5,270
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $276K | Hold |
5,270
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $264K | Buy |
+5,270
| New | +$264K | 0.01% | 215 |
|
|
2018
Q4 | – | Sell |
-5,850
| Closed | -$236K | – | 253 |
|
|
2018
Q3 | $236K | Buy |
+5,850
| New | +$236K | 0.01% | 233 |
|