BAM
Baldrige Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $11K | Hold |
148
| – | – | ﹤0.01% | 255 |
|
|
2022
Q4 | $10K | Sell |
148
-43
| -23% | -$2.91K | ﹤0.01% | 247 |
|
|
2022
Q3 | $12K | Hold |
191
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $12K | Hold |
191
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $15K | Hold |
191
| – | – | 0.01% | 249 |
|
|
2021
Q4 | $16K | Sell |
191
-85
| -31% | -$7.12K | 0.01% | 250 |
|
|
2021
Q3 | $22K | Hold |
276
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $22K | Buy |
+276
| New | +$22K | 0.01% | 230 |
|