ARS Investment Partners’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 | $550K | Hold |
8,863
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $552K | Hold |
8,863
| – | – | 0.05% | 106 |
|
|
2024
Q4 | $552K | Hold |
8,863
| – | – | 0.05% | 106 |
|
|
2024
Q3 | $552K | Buy |
8,863
+1,863
| +27% | +$116K | 0.05% | 107 |
|
|
2024
Q2 | $410K | Hold |
7,000
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $425K | Hold |
7,000
| – | – | 0.04% | 105 |
|
|
2023
Q4 | $388K | Hold |
7,000
| – | – | 0.04% | 116 |
|
|
2023
Q3 | $349K | Sell |
7,000
-2,195
| -24% | -$109K | 0.04% | 112 |
|
|
2023
Q2 | $481K | Sell |
9,195
-825
| -8% | -$43.1K | 0.06% | 102 |
|
|
2023
Q1 | $501K | Buy |
10,020
+3,020
| +43% | +$151K | 0.06% | 103 |
|
|
2022
Q4 | $339K | Hold |
7,000
| – | – | 0.05% | 107 |
|
|
2022
Q3 | $307K | Hold |
7,000
| – | – | 0.04% | 123 |
|
|
2022
Q2 | $317K | Hold |
7,000
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $376K | Hold |
7,000
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $396K | Hold |
7,000
| – | – | 0.04% | 119 |
|
|
2021
Q3 | $368K | Hold |
7,000
| – | – | 0.04% | 119 |
|
|
2021
Q2 | $376K | Buy |
+7,000
| New | +$376K | 0.04% | 110 |
|