Avantax Advisory Services’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 | $6.1M | Sell |
67,030
-20,484
| -23% | -$1.86M | 0.03% | 392 |
|
|
2025
Q1 | $7.29M | Buy |
87,514
+4,320
| +5% | +$360K | 0.04% | 319 |
|
|
2024
Q4 | $7.56M | Buy |
83,194
+19,757
| +31% | +$1.8M | 0.05% | 293 |
|
|
2024
Q3 | $5.83M | Buy |
63,437
+2,729
| +4% | +$251K | 0.04% | 348 |
|
|
2024
Q2 | $5.35M | Buy |
60,708
+5,938
| +11% | +$523K | 0.04% | 348 |
|
|
2024
Q1 | $5M | Sell |
54,770
-379
| -0.7% | -$34.6K | 0.04% | 306 |
|
|
2023
Q4 | $4.37M | Sell |
55,149
-19,850
| -26% | -$1.57M | 0.04% | 304 |
|
|
2023
Q3 | $5.42M | Buy |
74,999
+879
| +1% | +$63.5K | 0.06% | 235 |
|
|
2023
Q2 | $5.56M | Buy |
74,120
+7,709
| +12% | +$578K | 0.06% | 233 |
|
|
2023
Q1 | $4.75M | Buy |
66,411
+2,683
| +4% | +$192K | 0.06% | 255 |
|
|
2022
Q4 | $4.35M | Buy |
63,728
+4,015
| +7% | +$274K | 0.06% | 250 |
|
|
2022
Q3 | $3.76M | Buy |
59,713
+6,140
| +11% | +$387K | 0.06% | 252 |
|
|
2022
Q2 | $3.41M | Buy |
53,573
+2,414
| +5% | +$154K | 0.05% | 269 |
|
|
2022
Q1 | $3.94M | Buy |
51,159
+2,533
| +5% | +$195K | 0.05% | 246 |
|
|
2021
Q4 | $4.15M | Buy |
48,626
+3,448
| +8% | +$294K | 0.06% | 230 |
|
|
2021
Q3 | $3.57M | Buy |
45,178
+20
| +0% | +$1.58K | 0.06% | 234 |
|
|
2021
Q2 | $3.65M | Sell |
45,158
-29,068
| -39% | -$2.35M | 0.07% | 220 |
|
|
2021
Q1 | $5.82M | Buy |
74,226
+35,907
| +94% | +$2.82M | 0.13% | 132 |
|
|
2020
Q4 | $2.77M | Sell |
38,319
-70,777
| -65% | -$5.11M | 0.07% | 208 |
|
|
2020
Q3 | $6.53M | Buy |
109,096
+83,828
| +332% | +$5.02M | 0.1% | 166 |
|
|
2020
Q2 | $1.41M | Sell |
25,268
-9,272
| -27% | -$518K | 0.04% | 281 |
|
|
2020
Q1 | $1.54M | Sell |
34,540
-18,376
| -35% | -$819K | 0.05% | 231 |
|
|
2019
Q4 | $3.15M | Buy |
52,916
+10,472
| +25% | +$624K | 0.07% | 154 |
|
|
2019
Q3 | $2.38M | Buy |
42,444
+5,648
| +15% | +$316K | 0.1% | 110 |
|
|
2019
Q2 | $2.08M | Buy |
36,796
+4,856
| +15% | +$275K | 0.09% | 111 |
|
|
2019
Q1 | $1.75M | Buy |
31,940
+13,088
| +69% | +$717K | 0.09% | 118 |
|
|
2018
Q4 | $902K | Buy |
+18,852
| New | +$902K | 0.15% | 142 |
|