9WM
9258 Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.63M | Sell |
39,512
-4,512
| -10% | -$415K | 0.54% | 37 |
|
|
2024
Q2 | $3.88M | Sell |
44,024
-901
| -2% | -$79.4K | 0.6% | 36 |
|
|
2024
Q1 | $4.1M | Sell |
44,925
-1,203
| -3% | -$110K | 0.64% | 32 |
|
|
2023
Q4 | $3.65M | Sell |
46,128
-5,677
| -11% | -$450K | 0.64% | 31 |
|
|
2023
Q3 | $3.74M | Sell |
51,805
-12,762
| -20% | -$922K | 0.73% | 29 |
|
|
2023
Q2 | $4.84M | Sell |
64,567
-46,317
| -42% | -$3.47M | 0.91% | 23 |
|
|
2023
Q1 | $7.93M | Buy |
110,884
+11,240
| +11% | +$804K | 1.6% | 16 |
|
|
2022
Q4 | $6.81M | Buy |
99,644
+84,967
| +579% | +$5.8M | 1.47% | 17 |
|
|
2022
Q3 | $925K | Sell |
14,677
-6
| -0% | -$378 | 0.24% | 93 |
|
|
2022
Q2 | $936K | Buy |
14,683
+6
| +0% | +$382 | 0.24% | 99 |
|
|
2022
Q1 | $1.13M | Buy |
14,677
+65
| +0.4% | +$5.02K | 0.26% | 84 |
|
|
2021
Q4 | $1.25M | Buy |
14,612
+812
| +6% | +$69.2K | 0.29% | 77 |
|
|
2021
Q3 | $1.09M | Hold |
13,800
| – | – | 0.29% | 78 |
|
|
2021
Q2 | $1.12M | Hold |
13,800
| – | – | 0.3% | 74 |
|
|
2021
Q1 | $1.08M | Hold |
13,800
| – | – | 0.32% | 71 |
|
|
2020
Q4 | $997K | Hold |
13,800
| – | – | 0.33% | 74 |
|
|
2020
Q3 | $836K | Buy |
13,800
+10,150
| +278% | +$615K | 0.32% | 75 |
|
|
2020
Q2 | $818K | Hold |
3,650
| – | – | 0.33% | 79 |
|
|
2020
Q1 | $733K | Hold |
3,650
| – | – | 0.32% | 86 |
|
|
2019
Q4 | $869K | Buy |
+3,650
| New | +$869K | 0.32% | 89 |
|