ARIS
Advanced Research Investment Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,444
| Closed | -$400K | – | 15 |
|
|
2023
Q4 | $400K | Sell |
1,444
-668
| -32% | -$185K | 0.25% | 21 |
|
|
2023
Q3 | $529K | Sell |
2,112
-299
| -12% | -$74.9K | 0.34% | 19 |
|
|
2023
Q2 | $630K | Buy |
+2,411
| New | +$630K | 0.36% | 20 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$13K | – | 155 |
|
|
2022
Q1 | $13K | Hold |
50
| – | – | 0.01% | 122 |
|
|
2021
Q4 | $14K | Buy |
+50
| New | +$14K | 0.01% | 123 |
|