New England Private Wealth 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 | $2.87M | Buy |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $3.32M | Buy |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $2.86M | Buy |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $3.04M | Sell |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $4.25M | Buy |
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|
2021
Q3 | $3.93M | Buy |
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|
2021
Q2 | $3.9M | Buy |
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|
2021
Q1 | $3.77M | Buy |
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|
2020
Q4 | $3.14M | Buy |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $2.39M | Buy |
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|
2020
Q1 | $1.95M | Buy |
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|
2019
Q4 | $2.77M | Buy |
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|
2019
Q3 | $2.57M | Sell |
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|
2019
Q2 | $3M | Sell |
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|
2019
Q1 | $3.25M | Sell |
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|
2018
Q4 | $3.57M | Sell |
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|
2018
Q3 | $4.34M | Buy |
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|
2018
Q2 | $4.18M | Buy |
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|
2018
Q1 | $3.89M | Sell |
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|
2017
Q4 | $4.4M | Buy |
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|
2017
Q3 | $4.14M | Buy |
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|
2017
Q2 | $4M | Hold |
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|
2017
Q1 | $3.91M | Buy |
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|
2016
Q4 | $3.29M | Buy |
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|
2016
Q3 | $3.03M | Buy |
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|
2016
Q2 | $2.28M | Buy |
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|
2016
Q1 | $2.19M | Sell |
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|
2015
Q4 | $5.81M | Sell |
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|
2015
Q3 | $6.34M | Buy |
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|
2015
Q2 | $6.73M | Buy |
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|
2015
Q1 | $6.79M | Buy |
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|
2014
Q4 | $6.45M | Buy |
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|
2014
Q3 | $6.07M | Buy |
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|
2014
Q2 | $6.33M | Buy |
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|
2014
Q1 | $6.08M | Buy |
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|
2013
Q4 | $5.9M | Buy |
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|
2013
Q3 | $5.44M | Buy |
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|
2013
Q2 | $5.04M | Buy |
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