Ballentine Partners’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
Q3 | $984K | Hold |
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|
2025
Q2 | $933K | Sell |
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|
2025
Q1 | $857K | Hold |
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|
2024
Q4 | $936K | Buy |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $910K | Hold |
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|
2023
Q4 | $790K | Hold |
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|
2023
Q3 | $721K | Hold |
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|
2023
Q2 | $748K | Hold |
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|
2023
Q1 | $713K | Hold |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $629K | Hold |
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|
2022
Q2 | $636K | Hold |
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|
2022
Q1 | $771K | Hold |
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|
2021
Q4 | $851K | Hold |
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|
2021
Q3 | $790K | Hold |
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|
2021
Q2 | $807K | Hold |
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|
2021
Q1 | $782K | Hold |
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|
2020
Q4 | $720K | Hold |
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|
2020
Q3 | $597K | Hold |
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|
2020
Q2 | $559K | Sell |
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|
2020
Q1 | $450K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $74K | Hold |
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|
2017
Q2 | $74K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $122K | Hold |
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|
2016
Q3 | $117K | Hold |
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|
2016
Q2 | $113K | Hold |
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|
2016
Q1 | $108K | Buy |
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