ARS Wealth Advisors Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Sell |
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|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $302K | Buy |
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