Bartlett & Co Wealth Management’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
Q1 | – | Sell |
-650
| Closed | -$59.1K | – | 1253 |
|
|
2024
Q4 | $59.1K | Hold |
650
| – | – | ﹤0.01% | 616 |
|
|
2024
Q3 | $59.8K | Hold |
650
| – | – | ﹤0.01% | 627 |
|
|
2024
Q2 | $57.3K | Sell |
650
-466
| -42% | -$41.1K | ﹤0.01% | 634 |
|
|
2024
Q1 | $102K | Buy |
1,116
+75
| +7% | +$6.84K | ﹤0.01% | 548 |
|
|
2023
Q4 | $83.2K | Buy |
+1,041
| New | +$83.2K | ﹤0.01% | 603 |
|
|
2023
Q3 | – | Sell |
-362
| Closed | -$27.2K | – | 1192 |
|
|
2023
Q2 | $27.2K | Sell |
362
-600
| -62% | -$45K | ﹤0.01% | 765 |
|
|
2023
Q1 | $68.8K | Buy |
962
+600
| +166% | +$42.9K | ﹤0.01% | 519 |
|
|
2022
Q4 | $24.7K | Hold |
362
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $22.8K | Hold |
362
| – | – | ﹤0.01% | 680 |
|
|
2022
Q2 | $23.1K | Hold |
362
| – | – | ﹤0.01% | 707 |
|
|
2022
Q1 | $28K | Buy |
+362
| New | +$28K | ﹤0.01% | 678 |
|
|
2019
Q4 | – | Sell |
-1,300
| Closed | -$72.8K | – | 874 |
|
|
2019
Q3 | $72.8K | Hold |
1,300
| – | – | ﹤0.01% | 442 |
|
|
2019
Q2 | $73.5K | Hold |
1,300
| – | – | ﹤0.01% | 365 |
|
|
2019
Q1 | $71.2K | Hold |
1,300
| – | – | ﹤0.01% | 365 |
|
|
2018
Q4 | $62.2K | Hold |
1,300
| – | – | ﹤0.01% | 375 |
|
|
2018
Q3 | $75.7K | Hold |
1,300
| – | – | ﹤0.01% | 365 |
|
|
2018
Q2 | $73K | Hold |
1,300
| – | – | ﹤0.01% | 373 |
|
|
2018
Q1 | $71K | Buy |
+1,300
| New | +$71K | ﹤0.01% | 384 |
|