AWA
Aaron Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,143
| Closed | -$377K | – | 472 |
|
|
2024
Q4 | $377K | Sell |
4,143
-656
| -14% | -$59.7K | 0.04% | 267 |
|
|
2024
Q3 | $441K | Hold |
4,799
| – | – | 0.05% | 219 |
|
|
2024
Q2 | $423K | Hold |
4,799
| – | – | 0.06% | 183 |
|
|
2024
Q1 | $438K | Hold |
4,799
| – | – | 0.06% | 169 |
|
|
2023
Q4 | $380K | Hold |
4,799
| – | – | 0.06% | 160 |
|
|
2023
Q3 | $347K | Hold |
4,799
| – | – | 0.04% | 180 |
|
|
2023
Q2 | $360K | Hold |
4,799
| – | – | 0.05% | 190 |
|
|
2023
Q1 | $343K | Buy |
4,799
+483
| +11% | +$34.5K | 0.05% | 192 |
|
|
2022
Q4 | $295K | Sell |
4,316
-1,196
| -22% | -$81.7K | 0.04% | 195 |
|
|
2022
Q3 | $347K | Hold |
5,512
| – | – | 0.06% | 151 |
|
|
2022
Q2 | $351K | Sell |
5,512
-12,105
| -69% | -$771K | 0.09% | 135 |
|
|
2022
Q1 | $228K | Buy |
+17,617
| New | +$228K | ﹤0.01% | 749 |
|