WTA
Washington Trust Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
16,638
+14
| +0.1% | +$868 | 0.08% | 102 |
|
|
2025
Q1 | $970K | Sell |
16,624
-131
| -0.8% | -$7.64K | 0.09% | 99 |
|
|
2024
Q4 | $1.04M | Buy |
16,755
+162
| +1% | +$10.1K | 0.09% | 98 |
|
|
2024
Q3 | $1.03M | Buy |
16,593
+16
| +0.1% | +$997 | 0.09% | 98 |
|
|
2024
Q2 | $970K | Buy |
16,577
+1,379
| +9% | +$80.7K | 0.09% | 96 |
|
|
2024
Q1 | $923K | Buy |
15,198
+12,161
| +400% | +$739K | 0.08% | 100 |
|
|
2023
Q4 | $842K | Buy |
3,037
+2,029
| +201% | +$562K | 0.08% | 106 |
|
|
2023
Q3 | $251K | Hold |
1,008
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $264K | Hold |
1,008
| – | – | 0.03% | 155 |
|
|
2023
Q1 | $252K | Hold |
1,008
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $244K | Hold |
1,008
| – | – | 0.03% | 166 |
|
|
2022
Q3 | $221K | Hold |
1,008
| – | – | 0.02% | 192 |
|
|
2022
Q2 | $228K | Hold |
1,008
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $270K | Hold |
1,008
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $285K | Buy |
+1,008
| New | +$285K | 0.02% | 211 |
|