Loring Wolcott & Coolidge Fiduciary 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
Q3 | $324K | Sell |
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|
2025
Q2 | $469K | Sell |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $360K | Hold |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $286K | Sell |
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|
2021
Q3 | $375K | Hold |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $444K | Buy |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $471K | Sell |
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|
2019
Q4 | $853K | Sell |
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|
2019
Q3 | $818K | Buy |
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|
2019
Q2 | $719K | Hold |
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|
2019
Q1 | $701K | Buy |
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|
2018
Q4 | $603K | Buy |
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|
2018
Q3 | $107K | Hold |
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|
2018
Q2 | $104K | Hold |
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|
2018
Q1 | $100K | Hold |
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|
2017
Q4 | $101K | Sell |
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|
2017
Q3 | $107K | Buy |
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|
2017
Q2 | $93K | Hold |
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|
2017
Q1 | $91K | Hold |
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|
2016
Q4 | $88K | Hold |
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|
2016
Q3 | $82K | Hold |
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|
2016
Q2 | $79K | Buy |
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|
2016
Q1 | $68K | Hold |
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|
2015
Q4 | $66K | Hold |
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|
2015
Q3 | $71K | Hold |
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|
2015
Q2 | $71K | Hold |
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|
2015
Q1 | $72K | Hold |
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|
2014
Q4 | $68K | Hold |
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|
2014
Q3 | $65K | Hold |
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|
2014
Q2 | $68K | Hold |
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|
2014
Q1 | $65K | Hold |
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|
2013
Q4 | $63K | Sell |
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|
2013
Q3 | $71K | Hold |
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|
2013
Q2 | $66K | Buy |
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