Howland Capital 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
$1.03M Hold
16,665
0.04% 153
2025
Q1
$972K Hold
16,665
0.04% 150
2024
Q4
$1.04M Hold
16,665
0.05% 148
2024
Q3
$1.04M Hold
16,665
0.05% 148
2024
Q2
$975K Sell
16,665
-2,565
-13% -$150K 0.05% 139
2024
Q1
$1.17M Buy
19,230
+4,265
+28% +$259K 0.06% 127
2023
Q4
$830K Sell
14,965
-70
-0.5% -$3.88K 0.04% 146
2023
Q3
$753K Hold
15,035
0.04% 146
2023
Q2
$786K Sell
15,035
-55
-0.4% -$2.88K 0.05% 145
2023
Q1
$755K Buy
15,090
+425
+3% +$21.3K 0.05% 148
2022
Q4
$709K Sell
14,665
-110
-0.7% -$5.32K 0.04% 148
2022
Q3
$648K Hold
14,775
0.04% 145
2022
Q2
$669K Buy
14,775
+1,490
+11% +$67.5K 0.04% 141
2022
Q1
$713K Buy
13,285
+820
+7% +$44K 0.04% 129
2021
Q4
$706K Hold
12,465
0.04% 135
2021
Q3
$656K Hold
12,465
0.03% 148
2021
Q2
$670K Hold
12,465
0.03% 147
2021
Q1
$649K Sell
12,465
-400
-3% -$20.8K 0.04% 150
2020
Q4
$591K Sell
12,865
-25
-0.2% -$1.15K 0.03% 144
2020
Q3
$478K Sell
12,890
-30
-0.2% -$1.11K 0.03% 148
2020
Q2
$459K Buy
12,920
+180
+1% +$6.4K 0.03% 148
2020
Q1
$367K Hold
12,740
0.03% 151
2019
Q4
$524K Buy
+12,740
New +$524K 0.04% 149
2018
Q4
Sell
-5,965
Closed -$240K 199
2018
Q3
$240K Sell
5,965
-660
-10% -$26.6K 0.02% 202
2018
Q2
$258K Buy
+6,625
New +$258K 0.02% 198