Broadview Financial 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 | $8.89M | Buy |
97,731
+195
| +0.2% | +$17.7K | 6.04% | 6 |
|
|
2025
Q1 | $8.12M | Sell |
97,536
-1,144
| -1% | -$95.3K | 6.06% | 6 |
|
|
2024
Q4 | $8.97M | Sell |
98,680
-5,861
| -6% | -$533K | 6.42% | 6 |
|
|
2024
Q3 | $9.61M | Buy |
104,541
+941
| +0.9% | +$86.5K | 6.51% | 6 |
|
|
2024
Q2 | $9.13M | Sell |
103,600
-2,174
| -2% | -$192K | 6.65% | 6 |
|
|
2024
Q1 | $9.65M | Sell |
105,774
-1,197
| -1% | -$109K | 7.03% | 5 |
|
|
2023
Q4 | $8.47M | Sell |
106,971
-1,493
| -1% | -$118K | 6.54% | 5 |
|
|
2023
Q3 | $7.84M | Sell |
108,464
-1,415
| -1% | -$102K | 7.25% | 5 |
|
|
2023
Q2 | $8.24M | Sell |
109,879
-896
| -0.8% | -$67.2K | 7.04% | 4 |
|
|
2023
Q1 | $7.92M | Buy |
110,775
+907
| +0.8% | +$64.9K | 6.91% | 5 |
|
|
2022
Q4 | $7.5M | Sell |
109,868
-2,067
| -2% | -$141K | 6.74% | 5 |
|
|
2022
Q3 | $7.05M | Sell |
111,935
-864
| -0.8% | -$54.4K | 7.07% | 4 |
|
|
2022
Q2 | $7.19M | Buy |
112,799
+4,176
| +4% | +$266K | 6.7% | 4 |
|
|
2022
Q1 | $8.39M | Sell |
108,623
-13
| -0% | -$1K | 6.22% | 5 |
|
|
2021
Q4 | $9.26M | Sell |
108,636
-1,754
| -2% | -$150K | 6.6% | 5 |
|
|
2021
Q3 | $8.74M | Sell |
110,390
-2,418
| -2% | -$191K | 6.76% | 4 |
|
|
2021
Q2 | $9.13M | Sell |
112,808
-2,497
| -2% | -$202K | 6.88% | 4 |
|
|
2021
Q1 | $9.04M | Sell |
115,305
-10,608
| -8% | -$831K | 7.02% | 4 |
|
|
2020
Q4 | $9.09M | Sell |
125,913
-11,715
| -9% | -$846K | 6.97% | 3 |
|
|
2020
Q3 | $8.23M | Sell |
137,628
-14,904
| -10% | -$891K | 6.93% | 3 |
|
|
2020
Q2 | $8.54M | Sell |
152,532
-25,768
| -14% | -$1.44M | 6.83% | 3 |
|
|
2020
Q1 | $7.96M | Buy |
178,300
+4,108
| +2% | +$183K | 7.11% | 3 |
|
|
2019
Q4 | $10.4M | Sell |
174,192
-1,532
| -0.9% | -$91.2K | 7.22% | 3 |
|
|
2019
Q3 | $9.83M | Sell |
175,724
-752
| -0.4% | -$42.1K | 7.3% | 3 |
|
|
2019
Q2 | $9.98M | Sell |
176,476
-1,796
| -1% | -$102K | 7.51% | 3 |
|
|
2019
Q1 | $9.77M | Buy |
178,272
+188
| +0.1% | +$10.3K | 7.61% | 3 |
|
|
2018
Q4 | $8.51M | Buy |
178,084
+14,280
| +9% | +$683K | 7.57% | 3 |
|
|
2018
Q3 | $9.54M | Sell |
163,804
-1,260
| -0.8% | -$73.4K | 8.57% | 3 |
|
|
2018
Q2 | $9.28M | Sell |
165,064
-3,072
| -2% | -$173K | 9.06% | 3 |
|
|
2018
Q1 | $9.18M | Sell |
168,136
-4,592
| -3% | -$251K | 9.06% | 3 |
|
|
2017
Q4 | $9.32M | Buy |
+172,728
| New | +$9.32M | 9.04% | 3 |
|