BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $46.8K | Hold |
625
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $44.7K | Hold |
625
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $42.7K | Hold |
625
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $39K | Hold |
625
| – | – | ﹤0.01% | 396 |
|
|
2022
Q2 | $40K | Hold |
625
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $48K | Sell |
625
-700
| -53% | -$53.8K | 0.01% | 401 |
|
|
2021
Q4 | $113K | Sell |
1,325
-380
| -22% | -$32.4K | 0.01% | 320 |
|
|
2021
Q3 | $135K | Sell |
1,705
-190
| -10% | -$15K | 0.02% | 288 |
|
|
2021
Q2 | $153K | Sell |
1,895
-252
| -12% | -$20.3K | 0.02% | 269 |
|
|
2021
Q1 | $168K | Hold |
2,147
| – | – | 0.02% | 252 |
|
|
2020
Q4 | $155K | Sell |
2,147
-1
| -0% | -$72 | 0.02% | 240 |
|
|
2020
Q3 | $128K | Hold |
2,148
| – | – | 0.02% | 244 |
|
|
2020
Q2 | $120K | Buy |
2,148
+1,880
| +701% | +$105K | 0.02% | 264 |
|
|
2020
Q1 | $12K | Hold |
268
| – | – | ﹤0.01% | 472 |
|
|
2019
Q4 | $16K | Hold |
268
| – | – | ﹤0.01% | 475 |
|
|
2019
Q3 | $15K | Hold |
268
| – | – | ﹤0.01% | 465 |
|
|
2019
Q2 | $15K | Hold |
268
| – | – | ﹤0.01% | 466 |
|
|
2019
Q1 | $15K | Hold |
268
| – | – | ﹤0.01% | 468 |
|
|
2018
Q4 | $13K | Hold |
268
| – | – | ﹤0.01% | 439 |
|
|
2018
Q3 | $16K | Hold |
268
| – | – | ﹤0.01% | 435 |
|
|
2018
Q2 | $15K | Buy |
+268
| New | +$15K | ﹤0.01% | 450 |
|