Brightwater Advisory’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 | $4.3M | Sell |
47,235
-324
| -0.7% | -$29.5K | 3.09% | 12 |
|
2025
Q1 | $3.96M | Sell |
47,559
-1,402
| -3% | -$117K | 3.13% | 14 |
|
2024
Q4 | $4.45M | Sell |
48,961
-538
| -1% | -$48.9K | 3.49% | 11 |
|
2024
Q3 | $4.55M | Sell |
49,499
-553
| -1% | -$50.8K | 3.35% | 12 |
|
2024
Q2 | $4.41M | Sell |
50,052
-546
| -1% | -$48.1K | 3.41% | 12 |
|
2024
Q1 | $4.62M | Sell |
50,598
-1,385
| -3% | -$126K | 3.71% | 11 |
|
2023
Q4 | $4.12M | Buy |
+51,983
| New | +$4.12M | 3.48% | 12 |
|