Atria Wealth Solutions’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 | – | Sell |
-65,597
| Closed | -$5.46M | – | 1684 |
|
|
2025
Q1 | $5.46M | Sell |
65,597
-14,000
| -18% | -$1.17M | 0.07% | 313 |
|
|
2024
Q4 | $7.24M | Sell |
79,597
-26,296
| -25% | -$2.39M | 0.08% | 256 |
|
|
2024
Q3 | $9.73M | Sell |
105,893
-3,738
| -3% | -$344K | 0.11% | 198 |
|
|
2024
Q2 | $9.66M | Buy |
109,631
+43,907
| +67% | +$3.87M | 0.11% | 193 |
|
|
2024
Q1 | $6M | Buy |
65,724
+2,461
| +4% | +$225K | 0.07% | 292 |
|
|
2023
Q4 | $5.01M | Buy |
63,263
+126
| +0.2% | +$9.98K | 0.06% | 307 |
|
|
2023
Q3 | $4.58M | Buy |
63,137
+1,159
| +2% | +$84K | 0.06% | 312 |
|
|
2023
Q2 | $4.65M | Buy |
61,978
+4,016
| +7% | +$301K | 0.06% | 306 |
|
|
2023
Q1 | $4.14M | Buy |
57,962
+1,429
| +3% | +$102K | 0.06% | 311 |
|
|
2022
Q4 | $3.86M | Buy |
56,533
+5,691
| +11% | +$389K | 0.06% | 311 |
|
|
2022
Q3 | $3.2M | Buy |
50,842
+31,114
| +158% | +$1.96M | 0.06% | 333 |
|
|
2022
Q2 | $1.26M | Sell |
19,728
-14,306
| -42% | -$912K | 0.02% | 586 |
|
|
2022
Q1 | $2.63M | Buy |
+34,034
| New | +$2.63M | 0.04% | 403 |
|