Mascoma Wealth Management’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 | $8.69M | Sell |
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|
2025
Q2 | $8.38M | Buy |
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|
2025
Q1 | $7.87M | Buy |
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|
2024
Q4 | $7.51M | Sell |
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|
2024
Q3 | $7.67M | Sell |
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|
2024
Q2 | $7.61M | Buy |
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|
2024
Q1 | $7.89M | Sell |
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|
2023
Q4 | $7.31M | Buy |
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|
2023
Q3 | $6.52M | Buy |
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|
2023
Q2 | $6.9M | Sell |
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|
2023
Q1 | $6.99M | Buy |
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|
2022
Q4 | $6.29M | Buy |
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|
2022
Q3 | $4.66M | Buy |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $4.9M | Buy |
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|
2021
Q4 | $4.54M | Buy |
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|
2021
Q3 | $3.73M | Sell |
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|
2021
Q2 | $3.83M | Buy |
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|
2021
Q1 | $3.65M | Buy |
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|
2020
Q4 | $2.27M | Buy |
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|
2019
Q3 | $3.87M | Buy |
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|
2019
Q2 | $3.87M | Buy |
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|
2019
Q1 | $3.74M | Buy |
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|
2018
Q4 | $3.18M | Sell |
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|
2018
Q3 | $4.16M | Buy |
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|
2018
Q2 | $3.87M | Buy |
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|
2018
Q1 | $3.18M | Sell |
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|
2017
Q4 | $3.83M | Sell |
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|
2017
Q3 | $4.88M | Buy |
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|
2017
Q2 | $4.6M | Buy |
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|
2017
Q1 | $4.34M | Buy |
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|
2016
Q4 | $3.1M | Buy |
|