J.P. Marvel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $392K | Hold |
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|
2024
Q3 | $392K | Hold |
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|
2024
Q2 | $368K | Hold |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $407K | Hold |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $330K | Hold |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q1 | $272K | Hold |
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|
2018
Q4 | $238K | Buy |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $269K | Hold |
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|
2017
Q4 | $273K | Hold |
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|
2017
Q3 | $257K | Hold |
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|
2017
Q2 | $250K | Hold |
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|
2017
Q1 | $246K | Hold |
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|
2016
Q4 | $237K | Hold |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $215K | Hold |
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|
2016
Q1 | $207K | Hold |
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|
2015
Q4 | $200K | Buy |
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