Patten & Patten’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
Q3 | $1.12M | Buy |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $464K | Sell |
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|
2024
Q2 | $708K | Sell |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $637K | Hold |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $484K | Hold |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $602K | Hold |
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|
2021
Q3 | $560K | Sell |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $567K | Sell |
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|
2020
Q4 | $535K | Hold |
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|
2020
Q3 | $431K | Sell |
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|
2020
Q2 | $432K | Sell |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $559K | Buy |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $294K | Sell |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $310K | Buy |
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|
2018
Q3 | $291K | Buy |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | $251K | Hold |
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|
2017
Q3 | $237K | Hold |
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|
2017
Q2 | $230K | Hold |
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|
2017
Q1 | $227K | Hold |
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|
2016
Q4 | $219K | Sell |
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|
2016
Q3 | $220K | Hold |
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|
2016
Q2 | $213K | Sell |
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|
2016
Q1 | $207K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.93M | Buy |
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|
2013
Q4 | $1.6M | Sell |
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|
2013
Q3 | $1.81M | Buy |
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|
2013
Q2 | $1.32M | Buy |
|