BSWA
Bromfield Sneider Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $272K | Hold |
2,984
| – | – | 0.17% | 43 |
|
|
2023
Q4 | $236K | Hold |
2,984
| – | – | 0.16% | 41 |
|
|
2023
Q3 | $216K | Hold |
2,984
| – | – | 0.16% | 39 |
|
|
2023
Q2 | $224K | Hold |
2,984
| – | – | 0.18% | 37 |
|
|
2023
Q1 | $213K | Hold |
2,984
| – | – | 0.18% | 37 |
|
|
2022
Q4 | $204K | Hold |
2,984
| – | – | 0.19% | 34 |
|
|
2022
Q3 | $188K | Hold |
2,984
| – | – | 0.22% | 33 |
|
|
2022
Q2 | $190K | Hold |
2,984
| – | – | 0.23% | 31 |
|
|
2022
Q1 | $231K | Hold |
2,984
| – | – | 0.24% | 26 |
|
|
2021
Q4 | $254K | Buy |
+2,984
| New | +$254K | 0.26% | 23 |
|