ARS Wealth Advisors Group’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 | $369K | Sell |
5,950
-66
| -1% | -$4.09K | 0.04% | 118 |
|
|
2025
Q1 | $351K | Buy |
6,016
+170
| +3% | +$9.92K | 0.05% | 107 |
|
|
2024
Q4 | $364K | Buy |
5,846
+1
| +0% | +$62 | 0.05% | 105 |
|
|
2024
Q3 | $364K | Hold |
5,845
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $342K | Hold |
5,845
| – | – | 0.04% | 114 |
|
|
2024
Q1 | $355K | Buy |
5,845
+90
| +2% | +$5.47K | 0.05% | 117 |
|
|
2023
Q4 | $319K | Buy |
5,755
+40
| +0.7% | +$2.22K | 0.05% | 115 |
|
|
2023
Q3 | $285K | Buy |
+5,715
| New | +$285K | 0.05% | 116 |
|
|
2023
Q2 | – | Sell |
-5,305
| Closed | -$265K | – | 147 |
|
|
2023
Q1 | $265K | Hold |
5,305
| – | – | 0.05% | 106 |
|
|
2022
Q4 | $257K | Sell |
5,305
-2,015
| -28% | -$97.5K | 0.04% | 115 |
|
|
2022
Q3 | $321K | Hold |
7,320
| – | – | 0.05% | 112 |
|
|
2022
Q2 | $331K | Buy |
7,320
+1,450
| +25% | +$65.6K | 0.05% | 124 |
|
|
2022
Q1 | $315K | Buy |
5,870
+125
| +2% | +$6.71K | 0.05% | 99 |
|
|
2021
Q4 | $325K | Hold |
5,745
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $302K | Buy |
+5,745
| New | +$302K | 0.05% | 106 |
|