Advanced Research Investment Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Advanced Research Investment Solutions’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,220	Closed	-$400K	–	15
2023 Q4	$400K	Sell	7,220 -3,340	-32%	-$169K	0.25%	21
2023 Q3	$529K	Sell	10,560 -1,495	-12%	-$78.3K	0.34%	19
2023 Q2	$630K	Buy	+12,055	New	+$599K	0.36%	20
2022 Q2	–	Sell	-250	Closed	-$13K	–	155
2022 Q1	$13K	Hold	250	–	–	0.01%	122
2021 Q4	$14K	Buy	+250	New	+$13.9K	0.01%	123

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advanced Research Investment Solutions's IJH Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 7,220 shares — an estimated $400K sold.

Advanced Research Investment Solutions first reported a position in IJH in Q4 2021 and held it in 5 quarters. The position peaked at $630K in Q2 2023. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Advanced Research Investment Solutions reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 7,220 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $400K.
Advanced Research Investment Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
Advanced Research Investment Solutions's iShares Core S&P Mid-Cap ETF position peaked at $630K in Q2 2023.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.