AWA
ARS Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $309K | Sell |
1,149
-300
| -21% | -$80.7K | 0.06% | 106 |
|
|
2021
Q1 | $377K | Hold |
1,449
| – | – | 0.08% | 86 |
|
|
2020
Q4 | $333K | Hold |
1,449
| – | – | 0.07% | 92 |
|
|
2020
Q3 | $269K | Hold |
1,449
| – | – | 0.07% | 86 |
|
|
2020
Q2 | $258K | Hold |
1,449
| – | – | 0.08% | 83 |
|
|
2020
Q1 | $208K | Hold |
1,449
| – | – | 0.09% | 84 |
|
|
2019
Q4 | $298K | Buy |
+1,449
| New | +$298K | 0.09% | 87 |
|