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

ARS Wealth Advisors’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
2021 Q2	$309K	Sell	5,745 -1,500	-21%	-$81K	0.06%	106
2021 Q1	$377K	Hold	7,245	–	–	0.08%	86
2020 Q4	$333K	Hold	7,245	–	–	0.07%	92
2020 Q3	$269K	Hold	7,245	–	–	0.07%	86
2020 Q2	$258K	Hold	7,245	–	–	0.08%	83
2020 Q1	$208K	Hold	7,245	–	–	0.09%	84
2019 Q4	$298K	Buy	+7,245	New	+$287K	0.09%	87

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ARS Wealth Advisors's IJH Position: Q2 2021 in Review

ARS Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2021, selling an estimated $81K and leaving 5,745 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #106.

ARS Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 7 quarters since. The position peaked at $377K in Q1 2021. 1,637 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

ARS Wealth Advisors held 5,745 shares of iShares Core S&P Mid-Cap ETF worth $309K as of Q2 2021.
ARS Wealth Advisors sold 1,500 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $81K.
iShares Core S&P Mid-Cap ETF made up 0.06% of ARS Wealth Advisors's portfolio in Q2 2021, its #106 holding.
ARS Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
ARS Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $377K in Q1 2021.
1,637 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.