Aprio Wealth Management’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 | $1.06M | Sell |
11,637
-70
| -0.6% | -$6.37K | 0.12% | 107 |
|
|
2025
Q1 | $975K | Buy |
11,707
+160
| +1% | +$13.3K | 0.12% | 108 |
|
|
2024
Q4 | $1.05M | Buy |
11,547
+5
| +0% | +$455 | 0.15% | 84 |
|
|
2024
Q3 | $1.06M | Buy |
11,542
+5
| +0% | +$460 | 0.17% | 76 |
|
|
2024
Q2 | $1.02M | Sell |
11,537
-1
| -0% | -$88 | 0.19% | 70 |
|
|
2024
Q1 | $1.05M | Buy |
11,538
+7,788
| +208% | +$711K | 0.21% | 56 |
|
|
2023
Q4 | $297K | Hold |
3,750
| – | – | 0.07% | 134 |
|
|
2023
Q3 | $271K | Hold |
3,750
| – | – | 0.07% | 121 |
|
|
2023
Q2 | $281K | Sell |
3,750
-94
| -2% | -$7.05K | 0.08% | 112 |
|
|
2023
Q1 | $275K | Hold |
3,844
| – | – | 0.08% | 106 |
|
|
2022
Q4 | $263K | Hold |
3,844
| – | – | 0.09% | 95 |
|
|
2022
Q3 | $242K | Buy |
+3,844
| New | +$242K | 0.1% | 89 |
|