BWM
Benchmark Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+2,398
| New | +$218K | 0.1% | 69 |
|
|
2025
Q1 | – | Sell |
-2,398
| Closed | -$218K | – | 68 |
|
|
2024
Q4 | $218K | Hold |
2,398
| – | – | 0.11% | 50 |
|
|
2024
Q3 | $220K | Hold |
2,398
| – | – | 0.11% | 51 |
|
|
2024
Q2 | $211K | Hold |
2,398
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $219K | Buy |
+2,398
| New | +$219K | 0.12% | 46 |
|
|
2022
Q2 | – | Sell |
-3,206
| Closed | -$248K | – | 49 |
|
|
2022
Q1 | $248K | Hold |
3,206
| – | – | 0.17% | 44 |
|
|
2021
Q4 | $273K | Hold |
3,206
| – | – | 0.18% | 42 |
|
|
2021
Q3 | $254K | Sell |
3,206
-200
| -6% | -$15.8K | 0.18% | 39 |
|
|
2021
Q2 | $276K | Hold |
3,406
| – | – | 0.19% | 38 |
|
|
2021
Q1 | $267K | Hold |
3,406
| – | – | 0.2% | 35 |
|
|
2020
Q4 | $246K | Buy |
3,406
+2,562
| +304% | +$185K | 0.19% | 39 |
|
|
2020
Q3 | $202K | Buy |
+844
| New | +$202K | 0.16% | 47 |
|
|
2020
Q1 | – | Sell |
-844
| Closed | -$201K | – | 48 |
|
|
2019
Q4 | $201K | Buy |
+844
| New | +$201K | 0.17% | 48 |
|