Trust Company of Vermont’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 | $21M | Sell |
337,920
-1,097
| -0.3% | -$68K | 0.99% | 27 |
|
|
2025
Q1 | $19.8M | Buy |
339,017
+25,732
| +8% | +$1.5M | 0.99% | 28 |
|
|
2024
Q4 | $19.5M | Buy |
313,285
+66,710
| +27% | +$4.16M | 0.95% | 29 |
|
|
2024
Q3 | $15.4M | Buy |
246,575
+2,827
| +1% | +$176K | 0.77% | 37 |
|
|
2024
Q2 | $14.3M | Buy |
243,748
+2,882
| +1% | +$169K | 0.77% | 39 |
|
|
2024
Q1 | $14.6M | Buy |
240,866
+16,416
| +7% | +$997K | 0.81% | 37 |
|
|
2023
Q4 | $12.4M | Sell |
224,450
-17,695
| -7% | -$981K | 0.83% | 35 |
|
|
2023
Q3 | $12.1M | Sell |
242,145
-4,310
| -2% | -$215K | 0.82% | 37 |
|
|
2023
Q2 | $12.9M | Buy |
246,455
+530
| +0.2% | +$27.7K | 0.84% | 32 |
|
|
2023
Q1 | $12.3M | Sell |
245,925
-1,225
| -0.5% | -$61.3K | 0.86% | 35 |
|
|
2022
Q4 | $12M | Buy |
247,150
+240
| +0.1% | +$11.6K | 0.88% | 32 |
|
|
2022
Q3 | $10.8M | Buy |
246,910
+100
| +0% | +$4.39K | 0.86% | 30 |
|
|
2022
Q2 | $11.2M | Buy |
246,810
+965
| +0.4% | +$43.7K | 0.85% | 32 |
|
|
2022
Q1 | $13.2M | Buy |
245,845
+590
| +0.2% | +$31.7K | 0.89% | 30 |
|
|
2021
Q4 | $13.9M | Buy |
245,255
+555
| +0.2% | +$31.4K | 0.88% | 33 |
|
|
2021
Q3 | $12.9M | Sell |
244,700
-565
| -0.2% | -$29.7K | 0.92% | 32 |
|
|
2021
Q2 | $13.2M | Buy |
245,265
+6,830
| +3% | +$367K | 0.92% | 32 |
|
|
2021
Q1 | $12.4M | Sell |
238,435
-6,605
| -3% | -$344K | 0.93% | 32 |
|
|
2020
Q4 | $11.3M | Buy |
245,040
+5,965
| +2% | +$274K | 0.9% | 32 |
|
|
2020
Q3 | $8.86M | Sell |
239,075
-3,360
| -1% | -$125K | 0.81% | 38 |
|
|
2020
Q2 | $8.62M | Sell |
242,435
-380,685
| -61% | -$13.5M | 0.85% | 36 |
|
|
2020
Q1 | $17.9M | Sell |
623,120
-2,530
| -0.4% | -$72.8K | 1.68% | 7 |
|
|
2019
Q4 | $25.8M | Buy |
625,650
+600
| +0.1% | +$24.7K | 1.94% | 5 |
|
|
2019
Q3 | $24.2M | Buy |
625,050
+30,000
| +5% | +$1.16M | 1.94% | 4 |
|
|
2019
Q2 | $23.1M | Buy |
595,050
+3,895
| +0.7% | +$151K | 1.92% | 5 |
|
|
2019
Q1 | $22.4M | Sell |
591,155
-6,055
| -1% | -$229K | 1.93% | 6 |
|
|
2018
Q4 | $19.8M | Sell |
597,210
-115
| -0% | -$3.82K | 1.92% | 7 |
|
|
2018
Q3 | $24M | Sell |
597,325
-1,415
| -0.2% | -$57K | 2.03% | 5 |
|
|
2018
Q2 | $23.3M | Buy |
598,740
+6,940
| +1% | +$270K | 2.09% | 3 |
|
|
2018
Q1 | $22.2M | Buy |
591,800
+6,335
| +1% | +$238K | 2.1% | 4 |
|
|
2017
Q4 | $22.2M | Buy |
585,465
+8,165
| +1% | +$310K | 2.06% | 4 |
|
|
2017
Q3 | $20.7M | Buy |
577,300
+5,675
| +1% | +$203K | 2.05% | 4 |
|
|
2017
Q2 | $19.9M | Buy |
571,625
+21,625
| +4% | +$752K | 2.04% | 4 |
|
|
2017
Q1 | $18.8M | Buy |
550,000
+15,535
| +3% | +$532K | 2.04% | 5 |
|
|
2016
Q4 | $17.7M | Buy |
534,465
+11,570
| +2% | +$383K | 2.04% | 5 |
|
|
2016
Q3 | $16.2M | Buy |
522,895
+30,325
| +6% | +$938K | 2.03% | 5 |
|
|
2016
Q2 | $14.7M | Buy |
492,570
+15,130
| +3% | +$452K | 1.95% | 6 |
|
|
2016
Q1 | $13.8M | Buy |
477,440
+8,100
| +2% | +$234K | 1.93% | 6 |
|
|
2015
Q4 | $13.1M | Buy |
469,340
+17,790
| +4% | +$496K | 1.87% | 6 |
|
|
2015
Q3 | $12.3M | Buy |
451,550
+12,440
| +3% | +$340K | 1.92% | 5 |
|
|
2015
Q2 | $13.2M | Buy |
439,110
+10,030
| +2% | +$301K | 1.92% | 5 |
|
|
2015
Q1 | $13M | Buy |
429,080
+5,155
| +1% | +$157K | 1.9% | 5 |
|
|
2014
Q4 | $12.3M | Buy |
423,925
+2,150
| +0.5% | +$62.3K | 1.79% | 6 |
|
|
2014
Q3 | $11.5M | Buy |
421,775
+9,010
| +2% | +$246K | 1.74% | 6 |
|
|
2014
Q2 | $11.8M | Buy |
412,765
+13,010
| +3% | +$372K | 1.82% | 8 |
|
|
2014
Q1 | $11M | Buy |
399,755
+10,390
| +3% | +$286K | 1.8% | 8 |
|
|
2013
Q4 | $10.4M | Buy |
389,365
+15,585
| +4% | +$417K | 1.75% | 9 |
|
|
2013
Q3 | $9.28M | Buy |
373,780
+12,800
| +4% | +$318K | 1.7% | 10 |
|
|
2013
Q2 | $8.34M | Buy |
+360,980
| New | +$8.34M | 1.63% | 13 |
|