Aries Wealth Management’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 | $439K | Hold |
7,071
| – | – | 0.11% | 151 |
|
|
2025
Q1 | $413K | Hold |
7,071
| – | – | 0.11% | 155 |
|
|
2024
Q4 | $441K | Hold |
7,071
| – | – | 0.12% | 145 |
|
|
2024
Q3 | $441K | Buy |
7,071
+3,486
| +97% | +$217K | 0.12% | 147 |
|
|
2024
Q2 | $210K | Hold |
3,585
| – | – | 0.07% | 194 |
|
|
2024
Q1 | $218K | Buy |
+3,585
| New | +$218K | 0.07% | 195 |
|
|
2022
Q2 | – | Sell |
-146,805
| Closed | -$7.88M | – | 198 |
|
|
2022
Q1 | $7.88M | Buy |
146,805
+143,220
| +3,995% | +$7.69M | 3.41% | 10 |
|
|
2021
Q4 | $203K | Buy |
+3,585
| New | +$203K | 0.08% | 181 |
|