Avantax Planning Partners’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 | $1.95M | Sell |
21,457
-726
| -3% | -$66.1K | 0.06% | 136 |
|
|
2025
Q1 | $1.85M | Sell |
22,183
-1,627
| -7% | -$135K | 0.07% | 132 |
|
|
2024
Q4 | $2.17M | Sell |
23,810
-493
| -2% | -$44.8K | 0.08% | 121 |
|
|
2024
Q3 | $2.23M | Sell |
24,303
-6,232
| -20% | -$573K | 0.08% | 121 |
|
|
2024
Q2 | $2.69M | Sell |
30,535
-740
| -2% | -$65.2K | 0.09% | 127 |
|
|
2024
Q1 | $2.85M | Sell |
31,275
-4,838
| -13% | -$441K | 0.09% | 124 |
|
|
2023
Q4 | $2.86M | Sell |
36,113
-32
| -0.1% | -$2.54K | 0.11% | 93 |
|
|
2023
Q3 | $2.61M | Sell |
36,145
-648
| -2% | -$46.8K | 0.11% | 92 |
|
|
2023
Q2 | $2.76M | Sell |
36,793
-216
| -0.6% | -$16.2K | 0.11% | 89 |
|
|
2023
Q1 | $2.65M | Sell |
37,009
-3,111
| -8% | -$222K | 0.11% | 90 |
|
|
2022
Q4 | $2.74M | Sell |
40,120
-786
| -2% | -$53.7K | 0.11% | 89 |
|
|
2022
Q3 | $2.58M | Sell |
40,906
-1,989
| -5% | -$125K | 0.12% | 87 |
|
|
2022
Q2 | $2.73M | Buy |
42,895
+14,553
| +51% | +$928K | 0.12% | 85 |
|
|
2022
Q1 | $2.19M | Buy |
28,342
+13,572
| +92% | +$1.05M | 0.09% | 99 |
|
|
2021
Q4 | $1.26M | Buy |
14,770
+872
| +6% | +$74.3K | 0.05% | 139 |
|
|
2021
Q3 | $1.1M | Sell |
13,898
-480
| -3% | -$38K | 0.05% | 132 |
|
|
2021
Q2 | $1.16M | Sell |
14,378
-623
| -4% | -$50.4K | 0.05% | 124 |
|
|
2021
Q1 | $1.18M | Sell |
15,001
-2,923
| -16% | -$229K | 0.06% | 122 |
|
|
2020
Q4 | $1.3M | Sell |
17,924
-4,068
| -18% | -$294K | 0.07% | 114 |
|
|
2020
Q3 | $1.32M | Sell |
21,992
-1,620
| -7% | -$96.9K | 0.07% | 111 |
|
|
2020
Q2 | $1.32M | Sell |
23,612
-2,684
| -10% | -$150K | 0.07% | 107 |
|
|
2020
Q1 | $1.17M | Sell |
26,296
-1,804
| -6% | -$80.5K | 0.08% | 100 |
|
|
2019
Q4 | $1.67M | Hold |
28,100
| – | – | 0.1% | 77 |
|
|
2019
Q3 | $1.57M | Sell |
28,100
-480
| -2% | -$26.9K | 0.1% | 83 |
|
|
2019
Q2 | $1.62M | Buy |
28,580
+100
| +0.4% | +$5.68K | 0.11% | 77 |
|
|
2019
Q1 | $1.56M | Sell |
28,480
-2,892
| -9% | -$158K | 0.11% | 78 |
|
|
2018
Q4 | $1.5M | Sell |
31,372
-120
| -0.4% | -$5.74K | 0.11% | 76 |
|
|
2018
Q3 | $1.83M | Sell |
31,492
-88
| -0.3% | -$5.13K | 0.15% | 54 |
|
|
2018
Q2 | $1.78M | Buy |
31,580
+24
| +0.1% | +$1.35K | 0.16% | 52 |
|
|
2018
Q1 | $1.72M | Sell |
31,556
-3,232
| -9% | -$176K | 0.15% | 58 |
|
|
2017
Q4 | $1.88M | Sell |
34,788
-20,564
| -37% | -$1.11M | 0.17% | 52 |
|
|
2017
Q3 | $2.8M | Sell |
55,352
-15,860
| -22% | -$802K | 0.22% | 43 |
|
|
2017
Q2 | $3.5M | Sell |
71,212
-3,004
| -4% | -$148K | 0.29% | 33 |
|
|
2017
Q1 | $3.54M | Sell |
74,216
-2,468
| -3% | -$118K | 0.32% | 27 |
|
|
2016
Q4 | $3.49M | Buy |
+76,684
| New | +$3.49M | 0.37% | 23 |
|