Asset Dedication LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Hold |
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|
2025
Q1 | $165K | Sell |
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|
2024
Q4 | $192K | Sell |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $95K | Buy |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $39K | Sell |
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|
2020
Q4 | $66K | Sell |
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|
2020
Q3 | $55K | Buy |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $30K | Hold |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $30K | Buy |
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|
2018
Q3 | $36K | Hold |
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|
2018
Q2 | $35K | Buy |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Sell |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $9K | Buy |
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