Balboa Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,924
| Closed | -$1.28M | – | 363 |
|
|
2024
Q3 | $1.28M | Buy |
13,924
+137
| +1% | +$12.6K | 0.32% | 60 |
|
|
2024
Q2 | $1.21M | Buy |
+13,787
| New | +$1.21M | 0.32% | 56 |
|
|
2024
Q1 | – | Sell |
-13,953
| Closed | -$1.11M | – | 303 |
|
|
2023
Q4 | $1.11M | Buy |
13,953
+6,827
| +96% | +$541K | 0.37% | 48 |
|
|
2023
Q3 | $515K | Buy |
+7,126
| New | +$515K | 0.19% | 98 |
|