Arkadios Wealth 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 | $677K | Buy |
7,442
+265
| +4% | +$24.1K | 0.02% | 719 |
|
|
2025
Q1 | $598K | Buy |
7,177
+73
| +1% | +$6.08K | 0.02% | 639 |
|
|
2024
Q4 | $646K | Sell |
7,104
-24
| -0.3% | -$2.18K | 0.04% | 453 |
|
|
2024
Q3 | $655K | Sell |
7,128
-417
| -6% | -$38.3K | 0.04% | 452 |
|
|
2024
Q2 | $665K | Buy |
7,545
+1
| +0% | +$88 | 0.04% | 383 |
|
|
2024
Q1 | $688K | Buy |
7,544
+70
| +0.9% | +$6.39K | 0.05% | 313 |
|
|
2023
Q4 | $592K | Sell |
7,474
-62
| -0.8% | -$4.91K | 0.05% | 325 |
|
|
2023
Q3 | $544K | Sell |
7,536
-3,736
| -33% | -$270K | 0.05% | 313 |
|
|
2023
Q2 | $845K | Buy |
11,272
+422
| +4% | +$31.7K | 0.1% | 211 |
|
|
2023
Q1 | $776K | Buy |
10,850
+12
| +0.1% | +$858 | 0.09% | 225 |
|
|
2022
Q4 | $740K | Buy |
10,838
+12
| +0.1% | +$820 | 0.1% | 216 |
|
|
2022
Q3 | $682K | Sell |
10,826
-100
| -0.9% | -$6.3K | 0.1% | 207 |
|
|
2022
Q2 | $696K | Buy |
10,926
+10
| +0.1% | +$637 | 0.1% | 224 |
|
|
2022
Q1 | $843K | Buy |
10,916
+24
| +0.2% | +$1.85K | 0.11% | 212 |
|
|
2021
Q4 | $929K | Buy |
10,892
+7
| +0.1% | +$597 | 0.12% | 196 |
|
|
2021
Q3 | $862K | Buy |
10,885
+6
| +0.1% | +$475 | 0.12% | 188 |
|
|
2021
Q2 | $880K | Buy |
10,879
+2,971
| +38% | +$240K | 0.11% | 226 |
|
|
2021
Q1 | $619K | Buy |
7,908
+554
| +8% | +$43.4K | 0.1% | 216 |
|
|
2020
Q4 | $531K | Buy |
7,354
+198
| +3% | +$14.3K | 0.11% | 191 |
|
|
2020
Q3 | $457K | Sell |
7,156
-84
| -1% | -$5.37K | 0.23% | 105 |
|
|
2020
Q2 | $408K | Sell |
7,240
-4
| -0.1% | -$226 | 0.23% | 106 |
|
|
2020
Q1 | $323K | Buy |
7,244
+4
| +0.1% | +$178 | 0.21% | 116 |
|
|
2019
Q4 | $446K | Buy |
+7,240
| New | +$446K | 0.27% | 89 |
|