BKM 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
Q2
$3.97M Sell
43,665
-58
-0.1% -$5.28K 1.55% 15
2025
Q1
$3.64M Sell
43,723
-254
-0.6% -$21.2K 1.5% 15
2024
Q4
$4M Sell
43,977
-415
-0.9% -$37.7K 1.64% 12
2024
Q3
$4.08M Sell
44,392
-468
-1% -$43K 1.66% 13
2024
Q2
$3.95M Buy
44,860
+1,208
+3% +$106K 1.9% 11
2024
Q1
$3.99M Sell
43,652
-126
-0.3% -$11.5K 1.71% 10
2023
Q4
$3.47M Buy
+43,778
New +$3.47M 1.48% 13