Aris Wealth Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aris Wealth Services’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
2015 Q3	$113K	Sell	4,135 -2,085	-34%	-$60.6K	0.24%	53
2015 Q2	$187K	Buy	6,220 +715	+13%	+$21.8K	0.17%	106
2015 Q1	$167K	Buy	+5,505	New	+$163K	0.16%	106
2014 Q4	–	Sell	-9,375	Closed	-$256K	–	114
2014 Q3	$256K	Sell	9,375 -410	-4%	-$11.6K	0.32%	88
2014 Q2	$280K	Buy	+9,785	New	+$269K	0.37%	87

Other funds holding IJH

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

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

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Aris Wealth Services's IJH Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 34% in Q3 2015, selling an estimated $60.6K and leaving 4,135 shares worth $113K. The position accounts for 0.24% of the portfolio, ranked #53.

Aris Wealth Services first reported a position in IJH in Q2 2014 and has held it in 5 quarters since. The position peaked at $280K in Q2 2014. 636 funds tracked by Wall St. Rank hold IJH as of Q3 2015.

Aris Wealth Services held 4,135 shares of iShares Core S&P Mid-Cap ETF worth $113K as of Q3 2015.
Aris Wealth Services sold 2,085 iShares Core S&P Mid-Cap ETF shares in Q3 2015, an estimated $60.6K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Aris Wealth Services's portfolio in Q3 2015, its #53 holding.
Aris Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 5 quarters since.
Aris Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $280K in Q2 2014.
636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.