Whalerock Point Partners’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 | $623K | Buy |
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|
2025
Q2 | $583K | Hold |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $407K | Hold |
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|
2023
Q2 | $427K | Hold |
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|
2023
Q1 | $409K | Hold |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $438K | Hold |
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|
2021
Q4 | $462K | Hold |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $385K | Hold |
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|
2021
Q1 | $373K | Sell |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $278K | Hold |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $237K | Buy |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $261K | Hold |
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|
2017
Q4 | $264K | Hold |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $242K | Hold |
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|
2017
Q1 | $238K | Buy |
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|
2016
Q4 | $227K | Sell |
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|
2016
Q3 | $212K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $206K | Buy |
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