Beacon Pointe Advisors’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
Q2 | $880K | Sell |
9,668
-43
| -0.4% | -$3.91K | 0.01% | 698 |
|
|
2025
Q1 | $809K | Buy |
9,711
+53
| +0.5% | +$4.41K | 0.01% | 687 |
|
|
2024
Q4 | $878K | Buy |
9,658
+1,281
| +15% | +$116K | 0.01% | 660 |
|
|
2024
Q3 | $770K | Sell |
8,377
-282
| -3% | -$25.9K | 0.01% | 702 |
|
|
2024
Q2 | $763K | Sell |
8,659
-1,247
| -13% | -$110K | 0.01% | 715 |
|
|
2024
Q1 | $904K | Sell |
9,906
-141
| -1% | -$12.9K | 0.01% | 720 |
|
|
2023
Q4 | $796K | Buy |
10,047
+884
| +10% | +$70K | 0.01% | 732 |
|
|
2023
Q3 | $662K | Buy |
9,163
+918
| +11% | +$66.3K | 0.01% | 762 |
|
|
2023
Q2 | $618K | Sell |
8,245
-601
| -7% | -$45.1K | 0.01% | 648 |
|
|
2023
Q1 | $633K | Buy |
8,846
+659
| +8% | +$47.1K | 0.01% | 681 |
|
|
2022
Q4 | $559K | Buy |
8,187
+27
| +0.3% | +$1.84K | 0.01% | 650 |
|
|
2022
Q3 | $513K | Buy |
8,160
+262
| +3% | +$16.5K | 0.01% | 629 |
|
|
2022
Q2 | $502K | Sell |
7,898
-2,083
| -21% | -$132K | 0.01% | 647 |
|
|
2022
Q1 | $771K | Buy |
9,981
+4,745
| +91% | +$367K | 0.01% | 686 |
|
|
2021
Q4 | $446K | Buy |
5,236
+4
| +0.1% | +$341 | 0.01% | 603 |
|
|
2021
Q3 | $414K | Hold |
5,232
| – | – | 0.01% | 592 |
|
|
2021
Q2 | $423K | Buy |
5,232
+502
| +11% | +$40.6K | 0.02% | 542 |
|
|
2021
Q1 | $370K | Hold |
4,730
| – | – | 0.02% | 343 |
|
|
2020
Q4 | $341K | Sell |
4,730
-534
| -10% | -$38.5K | 0.02% | 343 |
|
|
2020
Q3 | $315K | Buy |
+5,264
| New | +$315K | 0.03% | 290 |
|