Annex Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
3,416
-140
| -4% | -$12.7K | 0.01% | 250 |
|
|
2025
Q1 | $296K | Hold |
3,556
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $323K | Hold |
3,556
| – | – | 0.01% | 244 |
|
|
2024
Q3 | $327K | Buy |
3,556
+688
| +24% | +$63.2K | 0.01% | 224 |
|
|
2024
Q2 | $253K | Buy |
2,868
+82
| +3% | +$7.23K | 0.01% | 243 |
|
|
2024
Q1 | $254K | Buy |
+2,786
| New | +$254K | 0.01% | 245 |
|