SlateStone Wealth’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
$7.39M Buy
2025
Q1
$6.76M Sell
2024
Q4
$7.23M Buy
2024
Q3
$6.4M Buy
2024
Q2
$5.99M Buy
2024
Q1
$6.09M Buy
2023
Q4
$5.08M Buy
2023
Q3
$4.12M Buy
2023
Q2
$2.17M Buy
2023
Q1
$2.02M Buy
2022
Q4
$1.2M Buy
2022
Q3
$785K Sell
2022
Q2
$841K Buy
2022
Q1
$303K Hold
2021
Q4
$320K Hold
2021
Q3
$297K Hold
2021
Q2
$304K Hold
2021
Q1
$294K Hold
2020
Q4
$260K Hold
2020
Q3
$209K Hold
2020
Q2
$201K Buy