MFA
Mayflower Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Sell |
120,496
-59,740
| -33% | -$3.71M | 1.04% | 21 |
|
|
2025
Q1 | $10.5M | Buy |
180,236
+1,569
| +0.9% | +$91.6K | 1.6% | 10 |
|
|
2024
Q4 | $11.1M | Sell |
178,667
-1,937
| -1% | -$121K | 1.66% | 9 |
|
|
2024
Q3 | $11.3M | Sell |
180,604
-6,298
| -3% | -$392K | 1.69% | 9 |
|
|
2024
Q2 | $10.9M | Sell |
186,902
-4,253
| -2% | -$249K | 1.8% | 7 |
|
|
2024
Q1 | $11.6M | Buy |
191,155
+151,060
| +377% | +$9.18M | 1.94% | 6 |
|
|
2023
Q4 | $11.1M | Sell |
40,095
-3,404
| -8% | -$943K | 1.53% | 12 |
|
|
2023
Q3 | $10.8M | Sell |
43,499
-7,665
| -15% | -$1.91M | 1.62% | 14 |
|
|
2023
Q2 | $13.4M | Sell |
51,164
-4,739
| -8% | -$1.24M | 1.73% | 12 |
|
|
2023
Q1 | $14M | Sell |
55,903
-1,798
| -3% | -$450K | 1.84% | 12 |
|
|
2022
Q4 | $14M | Sell |
57,701
-7,502
| -12% | -$1.81M | 1.94% | 11 |
|
|
2022
Q3 | $14.3M | Sell |
65,203
-1,098
| -2% | -$241K | 2.3% | 7 |
|
|
2022
Q2 | $15M | Sell |
66,301
-5,074
| -7% | -$1.15M | 2.3% | 8 |
|
|
2022
Q1 | $19.2M | Sell |
71,375
-365
| -0.5% | -$97.9K | 2.58% | 5 |
|
|
2021
Q4 | $20.3M | Sell |
71,740
-705
| -1% | -$200K | 2.7% | 6 |
|
|
2021
Q3 | $20M | Buy |
72,445
+3,023
| +4% | +$832K | 2.69% | 6 |
|
|
2021
Q2 | $18.7M | Buy |
69,422
+893
| +1% | +$240K | 2.57% | 6 |
|
|
2021
Q1 | $17.8M | Buy |
68,529
+1,589
| +2% | +$414K | 2.64% | 6 |
|
|
2020
Q4 | $15.4M | Buy |
+66,940
| New | +$15.4M | 2.65% | 6 |
|