Brown Miller Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,245
| Closed | -$462K | – | 130 |
|
|
2024
Q2 | $462K | Sell |
5,245
-533
| -9% | -$47K | 0.19% | 83 |
|
|
2024
Q1 | $527K | Hold |
5,778
| – | – | 0.23% | 79 |
|
|
2023
Q4 | $458K | Hold |
5,778
| – | – | 0.23% | 81 |
|
|
2023
Q3 | $417K | Buy |
+5,778
| New | +$417K | 0.23% | 80 |
|
|
2021
Q3 | – | Sell |
-6,324
| Closed | -$511K | – | 125 |
|
|
2021
Q2 | $511K | Hold |
6,324
| – | – | 0.33% | 64 |
|
|
2021
Q1 | $496K | Hold |
6,324
| – | – | 0.35% | 64 |
|
|
2020
Q4 | $457K | Buy |
+6,324
| New | +$457K | 0.34% | 63 |
|