Laird Norton Wetherby Trust Company’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 | $4.02M | Hold |
64,825
| – | – | 0.55% | 29 |
|
2025
Q1 | $3.78M | Hold |
64,825
| – | – | 0.61% | 28 |
|
2024
Q4 | $4.04M | Hold |
64,825
| – | – | 0.55% | 28 |
|
2024
Q3 | $4.04M | Buy |
+64,825
| New | +$4.04M | 0.53% | 28 |
|
2024
Q2 | – | Sell |
-64,825
| Closed | -$3.94M | – | 76 |
|
2024
Q1 | $3.94M | Buy |
+64,825
| New | +$3.94M | 0.53% | 30 |
|
2023
Q4 | – | Sell |
-11,180
| Closed | -$560K | – | 119 |
|
2023
Q3 | $560K | Buy |
+11,180
| New | +$560K | 0.07% | 59 |
|
2023
Q2 | – | Sell |
-4,010
| Closed | -$201K | – | 118 |
|
2023
Q1 | $201K | Buy |
+4,010
| New | +$201K | 0.03% | 112 |
|
2022
Q4 | – | Sell |
-4,675
| Closed | -$205K | – | 117 |
|
2022
Q3 | $205K | Buy |
+4,675
| New | +$205K | 0.05% | 68 |
|
2022
Q2 | – | Sell |
-29,550
| Closed | -$1.59M | – | 152 |
|
2022
Q1 | $1.59M | Buy |
29,550
+2,240
| +8% | +$120K | 0.14% | 51 |
|
2021
Q4 | $1.55M | Buy |
27,310
+430
| +2% | +$24.3K | 0.14% | 49 |
|
2021
Q3 | $1.41M | Sell |
26,880
-795
| -3% | -$41.8K | 0.14% | 52 |
|
2021
Q2 | $1.49M | Buy |
27,675
+7,450
| +37% | +$400K | 0.16% | 48 |
|
2021
Q1 | $929K | Hold |
20,225
| – | – | 0.1% | 59 |
|
2020
Q4 | $930K | Buy |
+20,225
| New | +$930K | 0.1% | 54 |
|