Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.91M | Buy |
+40,663
| New | +$2.91M | 0.51% | 27 |
|
|
2021
Q1 | – | Sell |
-224,262
| Closed | -$16.2M | – | 153 |
|
|
2020
Q4 | $16.2M | Sell |
224,262
-17,430
| -7% | -$1.26M | 2.96% | 7 |
|
|
2020
Q3 | $14.5M | Buy |
+241,692
| New | +$14.5M | 3.16% | 9 |
|
|
2018
Q3 | – | Sell |
-18,300
| Closed | -$1.03M | – | 137 |
|
|
2018
Q2 | $1.03M | Sell |
18,300
-55,608
| -75% | -$3.12M | 0.3% | 51 |
|
|
2018
Q1 | $4.03M | Buy |
+73,908
| New | +$4.03M | 1.07% | 31 |
|
|
2017
Q4 | – | Sell |
-54,304
| Closed | -$2.75M | – | 129 |
|
|
2017
Q3 | $2.75M | Buy |
+54,304
| New | +$2.75M | 0.78% | 41 |
|