Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $358M | Buy |
|
|||||
|
2023
Q2 | $64.3M | Sell |
|
|||||
|
2023
Q1 | $64M | Sell |
|
|||||
|
2022
Q4 | $126M | Sell |
|
|||||
|
2022
Q3 | $114M | Buy |
|
|||||
|
2022
Q2 | $60.5M | Buy |
|
|||||
|
2022
Q1 | $70.5M | Sell |
|
|||||
|
2021
Q4 | $74M | Sell |
|
|||||
|
2021
Q3 | $70.7M | Sell |
|
|||||
|
2021
Q2 | $72.9M | Sell |
|
|||||
|
2021
Q1 | $73M | Sell |
|
|||||
|
2020
Q4 | $65.5M | Buy |
|
|||||
|
2020
Q3 | $414K | Buy |
|
|||||
|
2020
Q2 | $395K | Buy |
|
|||||
|
2020
Q1 | $318K | Sell |
|
|||||
|
2019
Q4 | $4.63M | Sell |
|
|||||
|
2019
Q3 | $440K | Sell |
|
|||||
|
2019
Q2 | $693K | Buy |
|
|||||
|
2019
Q1 | $614K | Buy |
|
|||||
|
2018
Q4 | $321K | Buy |
|
|||||
|
2018
Q3 | $384K | Buy |
|
|||||
|
2018
Q2 | $371K | Sell |
|
|||||
|
2018
Q1 | $369K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $378K | Buy |
|
|||||
|
2017
Q1 | $360K | Hold |
|
|||||
|
2016
Q4 | $347K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $10K | Hold |
|
|||||
|
2016
Q1 | $10K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $253K | Buy |
|