Bragg Financial 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 | $1.08M | Buy |
11,891
+105
| +0.9% | +$9.55K | 0.04% | 213 |
|
|
2025
Q1 | $982K | Sell |
11,786
-78
| -0.7% | -$6.5K | 0.04% | 212 |
|
|
2024
Q4 | $1.08M | Sell |
11,864
-273
| -2% | -$24.8K | 0.04% | 207 |
|
|
2024
Q3 | $1.12M | Sell |
12,137
-1,375
| -10% | -$126K | 0.05% | 203 |
|
|
2024
Q2 | $1.19M | Sell |
13,512
-115
| -0.8% | -$10.1K | 0.05% | 195 |
|
|
2024
Q1 | $1.24M | Sell |
13,627
-258
| -2% | -$23.5K | 0.06% | 193 |
|
|
2023
Q4 | $1.1M | Buy |
13,885
+372
| +3% | +$29.5K | 0.05% | 196 |
|
|
2023
Q3 | $976K | Sell |
13,513
-104
| -0.8% | -$7.51K | 0.05% | 199 |
|
|
2023
Q2 | $1.02M | Sell |
13,617
-93
| -0.7% | -$6.98K | 0.06% | 196 |
|
|
2023
Q1 | $980K | Sell |
13,710
-292
| -2% | -$20.9K | 0.06% | 199 |
|
|
2022
Q4 | $956K | Buy |
14,002
+1,027
| +8% | +$70.1K | 0.06% | 199 |
|
|
2022
Q3 | $818K | Buy |
12,975
+7,174
| +124% | +$452K | 0.06% | 195 |
|
|
2022
Q2 | $370K | Buy |
5,801
+542
| +10% | +$34.6K | 0.02% | 251 |
|
|
2022
Q1 | $406K | Buy |
5,259
+942
| +22% | +$72.7K | 0.02% | 259 |
|
|
2021
Q4 | $342K | Hold |
4,317
| – | – | 0.02% | 262 |
|
|
2021
Q3 | $342K | Buy |
4,317
+127
| +3% | +$10.1K | 0.02% | 262 |
|
|
2021
Q2 | $339K | Hold |
4,190
| – | – | 0.02% | 266 |
|
|
2021
Q1 | $328K | Buy |
4,190
+966
| +30% | +$75.6K | 0.02% | 253 |
|
|
2020
Q4 | $233K | Buy |
+3,224
| New | +$233K | 0.02% | 267 |
|
|
2019
Q3 | – | Sell |
-3,564
| Closed | -$202K | – | 269 |
|
|
2019
Q2 | $202K | Sell |
3,564
-460
| -11% | -$26.1K | 0.02% | 265 |
|
|
2019
Q1 | $220K | Buy |
+4,024
| New | +$220K | 0.03% | 256 |
|