9258 Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.63M | Sell |
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|
2024
Q2 | $3.88M | Sell |
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|
2024
Q1 | $4.1M | Sell |
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|
2023
Q4 | $3.65M | Sell |
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|
2023
Q3 | $3.74M | Sell |
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|
2023
Q2 | $4.84M | Sell |
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|
2023
Q1 | $7.93M | Buy |
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|
2022
Q4 | $6.81M | Buy |
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|
2022
Q3 | $925K | Sell |
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|
2022
Q2 | $936K | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $997K | Sell |
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|
2020
Q3 | $836K | Buy |
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|
2020
Q2 | $818K | Hold |
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|
2020
Q1 | $733K | Hold |
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|
2019
Q4 | $869K | Buy |
|