Northeast Investment Management’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
$297K Sell
4,789
-238
-5% -$14.8K 0.01% 156
2025
Q1
$293K Sell
5,027
-523
-9% -$30.5K 0.01% 157
2024
Q4
$346K Buy
5,550
+475
+9% +$29.6K 0.02% 154
2024
Q3
$316K Hold
5,075
0.01% 154
2024
Q2
$297K Buy
5,075
+500
+11% +$29.3K 0.01% 161
2024
Q1
$278K Hold
4,575
0.01% 167
2023
Q4
$254K Sell
4,575
-895
-16% -$49.6K 0.01% 167
2023
Q3
$273K Buy
5,470
+50
+0.9% +$2.49K 0.02% 166
2023
Q2
$283K Buy
+5,420
New +$283K 0.02% 160