Bogart Wealth LLC’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 | $18.9K | Hold |
208
| – | – | ﹤0.01% | 636 |
|
|
2025
Q1 | $17.3K | Hold |
208
| – | – | ﹤0.01% | 614 |
|
|
2024
Q4 | $18.9K | Hold |
208
| – | – | ﹤0.01% | 593 |
|
|
2024
Q3 | $19.1K | Hold |
208
| – | – | ﹤0.01% | 566 |
|
|
2024
Q2 | $18.3K | Hold |
208
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $19K | Hold |
208
| – | – | ﹤0.01% | 524 |
|
|
2023
Q4 | $16.5K | Hold |
208
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $15K | Hold |
208
| – | – | ﹤0.01% | 521 |
|
|
2023
Q2 | $15.6K | Hold |
208
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $14.9K | Hold |
208
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $14.2K | Hold |
208
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $13K | Hold |
208
| – | – | ﹤0.01% | 497 |
|
|
2022
Q2 | $13K | Sell |
208
-80
| -28% | -$5K | ﹤0.01% | 494 |
|
|
2022
Q1 | $22K | Sell |
288
-11
| -4% | -$840 | ﹤0.01% | 368 |
|
|
2021
Q4 | $25K | Hold |
299
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $24K | Sell |
299
-115
| -28% | -$9.23K | ﹤0.01% | 333 |
|
|
2021
Q2 | $34K | Buy |
414
+207
| +100% | +$17K | ﹤0.01% | 278 |
|
|
2021
Q1 | $16K | Buy |
+207
| New | +$16K | ﹤0.01% | 353 |
|
|
2019
Q1 | – | Sell |
-148
| Closed | -$7K | – | 360 |
|
|
2018
Q4 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 259 |
|