Aris Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $113K | Sell |
4,135
-2,085
| -34% | -$57K | 0.24% | 53 |
|
|
2015
Q2 | $187K | Buy |
6,220
+715
| +13% | +$21.5K | 0.17% | 106 |
|
|
2015
Q1 | $167K | Buy |
+5,505
| New | +$167K | 0.16% | 106 |
|
|
2014
Q4 | – | Sell |
-9,375
| Closed | -$256K | – | 114 |
|
|
2014
Q3 | $256K | Sell |
9,375
-410
| -4% | -$11.2K | 0.32% | 88 |
|
|
2014
Q2 | $280K | Buy |
+9,785
| New | +$280K | 0.37% | 87 |
|