Arcadia Investment Advisors’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 | $204K | Hold |
2,240
| – | – | 0.11% | 37 |
|
|
2025
Q1 | $187K | Hold |
2,240
| – | – | 0.1% | 36 |
|
|
2024
Q4 | $204K | Hold |
2,240
| – | – | 0.11% | 35 |
|
|
2024
Q3 | $206K | Hold |
2,240
| – | – | 0.11% | 36 |
|
|
2024
Q2 | $197K | Hold |
2,240
| – | – | 0.11% | 36 |
|
|
2024
Q1 | $204K | Hold |
2,240
| – | – | 0.12% | 35 |
|
|
2023
Q4 | $177K | Sell |
2,240
-228
| -9% | -$18.1K | 0.11% | 37 |
|
|
2023
Q3 | $178K | Hold |
2,468
| – | – | 0.12% | 34 |
|
|
2023
Q2 | $185K | Hold |
2,468
| – | – | 0.12% | 36 |
|
|
2023
Q1 | $176K | Hold |
2,468
| – | – | 0.12% | 36 |
|
|
2022
Q4 | $169K | Hold |
2,468
| – | – | 0.12% | 36 |
|
|
2022
Q3 | $156K | Sell |
2,468
-728
| -23% | -$45.9K | 0.12% | 38 |
|
|
2022
Q2 | $204K | Hold |
3,196
| – | – | 0.15% | 34 |
|
|
2022
Q1 | $247K | Hold |
3,196
| – | – | 0.15% | 37 |
|
|
2021
Q4 | $272K | Sell |
3,196
-360
| -10% | -$30.7K | 0.14% | 38 |
|
|
2021
Q3 | $282K | Hold |
3,556
| – | – | 0.15% | 38 |
|
|
2021
Q2 | $288K | Hold |
3,556
| – | – | 0.15% | 36 |
|
|
2021
Q1 | $279K | Hold |
3,556
| – | – | 0.15% | 35 |
|
|
2020
Q4 | $257K | Sell |
3,556
-1,476
| -29% | -$107K | 0.15% | 33 |
|
|
2020
Q3 | $301K | Hold |
5,032
| – | – | 0.19% | 32 |
|
|
2020
Q2 | $282K | Sell |
5,032
-700
| -12% | -$39.2K | 0.19% | 33 |
|
|
2020
Q1 | $256K | Buy |
+5,732
| New | +$256K | 0.2% | 36 |
|