Hanson & Doremus Investment Management’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
Q2 | $271K | Hold |
4,370
| – | – | 0.04% | 171 |
|
|
2025
Q1 | $255K | Hold |
4,370
| – | – | 0.04% | 176 |
|
|
2024
Q4 | $272K | Hold |
4,370
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $272K | Hold |
4,370
| – | – | 0.04% | 161 |
|
|
2024
Q2 | $256K | Hold |
4,370
| – | – | 0.04% | 162 |
|
|
2024
Q1 | $265K | Buy |
4,370
+1,695
| +63% | +$103K | 0.05% | 163 |
|
|
2023
Q4 | $148K | Hold |
2,675
| – | – | 0.03% | 203 |
|
|
2023
Q3 | $133K | Sell |
2,675
-350
| -12% | -$17.4K | 0.03% | 205 |
|
|
2023
Q2 | $158K | Hold |
3,025
| – | – | 0.03% | 194 |
|
|
2023
Q1 | $151K | Hold |
3,025
| – | – | 0.03% | 198 |
|
|
2022
Q4 | $146K | Hold |
3,025
| – | – | 0.03% | 203 |
|
|
2022
Q3 | $133K | Hold |
3,025
| – | – | 0.03% | 209 |
|
|
2022
Q2 | $137K | Hold |
3,025
| – | – | 0.03% | 212 |
|
|
2022
Q1 | $162K | Hold |
3,025
| – | – | 0.03% | 205 |
|
|
2021
Q4 | $171K | Hold |
3,025
| – | – | 0.04% | 205 |
|
|
2021
Q3 | $159K | Buy |
3,025
+855
| +39% | +$44.9K | 0.04% | 199 |
|
|
2021
Q2 | $80K | Sell |
2,170
-855
| -28% | -$31.5K | 0.02% | 223 |
|
|
2021
Q1 | $157K | Hold |
3,025
| – | – | 0.04% | 199 |
|
|
2020
Q4 | $139K | Buy |
3,025
+855
| +39% | +$39.3K | 0.03% | 204 |
|
|
2020
Q3 | $80K | Hold |
2,170
| – | – | 0.02% | 223 |
|
|
2020
Q2 | $77K | Hold |
2,170
| – | – | 0.02% | 229 |
|
|
2020
Q1 | $62K | Sell |
2,170
-405
| -16% | -$11.6K | 0.02% | 244 |
|
|
2019
Q4 | $106K | Buy |
2,575
+405
| +19% | +$16.7K | 0.03% | 223 |
|
|
2019
Q3 | $84K | Buy |
2,170
+265
| +14% | +$10.3K | 0.03% | 242 |
|
|
2019
Q2 | $74K | Hold |
1,905
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $72K | Hold |
1,905
| – | – | 0.02% | 251 |
|
|
2018
Q4 | $63K | Hold |
1,905
| – | – | 0.02% | 243 |
|
|
2018
Q3 | $77K | Sell |
1,905
-1,075
| -36% | -$43.5K | 0.02% | 246 |
|
|
2018
Q2 | $116K | Buy |
2,980
+350
| +13% | +$13.6K | 0.04% | 217 |
|
|
2018
Q1 | $99K | Sell |
2,630
-925
| -26% | -$34.8K | 0.03% | 237 |
|
|
2017
Q4 | $135K | Hold |
3,555
| – | – | 0.04% | 210 |
|
|
2017
Q3 | $127K | Buy |
3,555
+925
| +35% | +$33K | 0.04% | 213 |
|
|
2017
Q2 | $91K | Buy |
2,630
+1,075
| +69% | +$37.2K | 0.03% | 233 |
|
|
2017
Q1 | $53K | Hold |
1,555
| – | – | 0.02% | 264 |
|
|
2016
Q4 | $51.4K | Hold |
1,555
| – | – | 0.02% | 256 |
|
|
2016
Q3 | $48K | Buy |
+1,555
| New | +$48K | 0.02% | 250 |
|
|
2016
Q2 | – | Sell |
-250
| Closed | -$7K | – | 450 |
|
|
2016
Q1 | $7K | Sell |
250
-200
| -44% | -$5.6K | ﹤0.01% | 397 |
|
|
2015
Q4 | $13K | Hold |
450
| – | – | 0.01% | 371 |
|
|
2015
Q3 | $12K | Hold |
450
| – | – | 0.01% | 351 |
|
|
2015
Q2 | $14K | Hold |
450
| – | – | 0.01% | 354 |
|
|
2015
Q1 | $14K | Buy |
450
+250
| +125% | +$7.78K | 0.01% | 357 |
|
|
2014
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
|
2014
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2014
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2014
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 385 |
|
|
2013
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 392 |
|