Nixon Peabody Trust’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
$213K Sell
3,442
-395
-10% -$24.5K 0.02% 144
2025
Q1
$224K Sell
3,837
-338
-8% -$19.7K 0.02% 146
2024
Q4
$260K Buy
4,175
+300
+8% +$18.7K 0.02% 133
2024
Q3
$241K Buy
+3,875
New +$241K 0.02% 127
2024
Q2
Sell
-3,430
Closed -$208K 134
2024
Q1
$208K Sell
3,430
-3,195
-48% -$194K 0.02% 122
2023
Q4
$367K Buy
+6,625
New +$367K 0.04% 98