Atria Wealth Solutions’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	–	Sell	-65,597	Closed	-$5.46M	–	1687
2025 Q1	$5.46M	Sell	65,597 -14,000	-18%	-$1.26M	0.07%	313
2024 Q4	$7.24M	Sell	79,597 -26,296	-25%	-$2.48M	0.08%	257
2024 Q3	$9.73M	Sell	105,893 -3,738	-3%	-$334K	0.11%	198
2024 Q2	$9.66M	Buy	109,631 +43,907	+67%	+$3.88M	0.11%	194
2024 Q1	$6M	Buy	65,724 +2,461	+4%	+$205K	0.07%	294
2023 Q4	$5.01M	Buy	63,263 +126	+0.2%	+$9.24K	0.06%	308
2023 Q3	$4.58M	Buy	63,137 +1,159	+2%	+$87.4K	0.06%	312
2023 Q2	$4.65M	Buy	61,978 +4,016	+7%	+$287K	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%	+$391K	0.06%	311
2022 Q3	$3.2M	Buy	50,842 +31,114	+158%	+$2.15M	0.06%	333
2022 Q2	$1.26M	Sell	19,728 -14,306	-42%	-$1M	0.03%	604
2022 Q1	$2.63M	Buy	+34,034	New	+$2.63M	0.04%	403