Douglass Winthrop 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
2025
Q1
Sell
2024
Q4
$268K Sell
2024
Q3
$346K Buy
2024
Q2
$246K Sell
2024
Q1
$320K Hold
2023
Q4
$292K Hold
2023
Q3
$263K Hold
2023
Q2
$276K Hold
2023
Q1
$264K Buy
2018
Q4
Sell
2018
Q3
$236K Buy