Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.36M | Buy |
14,884
+1,186
| +9% | +$108K | 0.57% | 61 |
|
|
2023
Q4 | $1.09M | Sell |
13,698
-433
| -3% | -$34.3K | 0.51% | 64 |
|
|
2023
Q3 | $1.02M | Buy |
14,131
+89
| +0.6% | +$6.43K | 0.55% | 64 |
|
|
2023
Q2 | $1.05M | Buy |
14,042
+811
| +6% | +$60.8K | 0.56% | 63 |
|
|
2023
Q1 | $946K | Sell |
13,231
-1,068
| -7% | -$76.4K | 0.57% | 61 |
|
|
2022
Q4 | $977K | Sell |
14,299
-292
| -2% | -$19.9K | 0.45% | 50 |
|
|
2022
Q3 | $920K | Buy |
14,591
+354
| +2% | +$22.3K | 0.67% | 47 |
|
|
2022
Q2 | $907K | Buy |
14,237
+298
| +2% | +$19K | 0.62% | 51 |
|
|
2022
Q1 | $1.08M | Sell |
13,939
-241
| -2% | -$18.6K | 0.63% | 51 |
|
|
2021
Q4 | $1.21M | Buy |
14,180
+102
| +0.7% | +$8.7K | 0.67% | 48 |
|
|
2021
Q3 | $1.12M | Buy |
14,078
+2,182
| +18% | +$173K | 0.68% | 48 |
|
|
2021
Q2 | $963K | Sell |
11,896
-114
| -0.9% | -$9.23K | 0.59% | 54 |
|
|
2021
Q1 | $941K | Sell |
12,010
-88
| -0.7% | -$6.9K | 0.6% | 51 |
|
|
2020
Q4 | $874K | Sell |
12,098
-686
| -5% | -$49.6K | 0.62% | 49 |
|
|
2020
Q3 | $764K | Buy |
12,784
+1,456
| +13% | +$87K | 0.6% | 49 |
|
|
2020
Q2 | $634K | Sell |
11,328
-1,068
| -9% | -$59.8K | 0.51% | 56 |
|
|
2020
Q1 | $553K | Sell |
12,396
-304
| -2% | -$13.6K | 0.51% | 56 |
|
|
2019
Q4 | $756K | Buy |
+12,700
| New | +$756K | 0.58% | 50 |
|