Buckingham Strategic Wealth’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
Q2 | $688K | Buy |
7,810
+131
| +2% | +$11.5K | 0.01% | 404 |
|
|
2024
Q1 | $701K | Sell |
7,679
-337
| -4% | -$30.8K | 0.01% | 399 |
|
|
2023
Q4 | $635K | Sell |
8,016
-417
| -5% | -$33K | 0.01% | 401 |
|
|
2023
Q3 | $609K | Sell |
8,433
-140
| -2% | -$10.1K | 0.01% | 382 |
|
|
2023
Q2 | $643K | Sell |
8,573
-258
| -3% | -$19.4K | 0.01% | 368 |
|
|
2023
Q1 | $603K | Hold |
8,831
| – | – | 0.01% | 343 |
|
|
2022
Q4 | $603K | Sell |
8,831
-146
| -2% | -$9.97K | 0.01% | 345 |
|
|
2022
Q3 | $566K | Sell |
8,977
-253
| -3% | -$16K | 0.01% | 341 |
|
|
2022
Q2 | $588K | Buy |
9,230
+55
| +0.6% | +$3.5K | 0.01% | 340 |
|
|
2022
Q1 | $709K | Sell |
9,175
-1,294
| -12% | -$100K | 0.01% | 301 |
|
|
2021
Q4 | $893K | Sell |
10,469
-1,110
| -10% | -$94.7K | 0.02% | 272 |
|
|
2021
Q3 | $917K | Sell |
11,579
-470
| -4% | -$37.2K | 0.02% | 266 |
|
|
2021
Q2 | $975K | Buy |
12,049
+11
| +0.1% | +$890 | 0.02% | 254 |
|
|
2021
Q1 | $943K | Sell |
12,038
-5,813
| -33% | -$455K | 0.05% | 242 |
|
|
2020
Q4 | $1.29M | Buy |
17,851
+4,611
| +35% | +$333K | 0.07% | 196 |
|
|
2020
Q3 | $792K | Buy |
13,240
+7,364
| +125% | +$441K | 0.06% | 207 |
|
|
2020
Q2 | $329K | Sell |
5,876
-1,908
| -25% | -$107K | 0.03% | 298 |
|
|
2020
Q1 | $347K | Buy |
7,784
+1,756
| +29% | +$78.3K | 0.03% | 308 |
|
|
2019
Q4 | $359K | Buy |
6,028
+88
| +1% | +$5.24K | 0.03% | 313 |
|
|
2019
Q3 | $332K | Sell |
5,940
-160
| -3% | -$8.94K | 0.04% | 303 |
|
|
2019
Q2 | $345K | Sell |
6,100
-1,716
| -22% | -$97.1K | 0.04% | 305 |
|
|
2019
Q1 | $428K | Buy |
7,816
+1,248
| +19% | +$68.3K | 0.05% | 252 |
|
|
2018
Q4 | $314K | Buy |
6,568
+1,144
| +21% | +$54.7K | 0.05% | 257 |
|
|
2018
Q3 | $316K | Buy |
5,424
+484
| +10% | +$28.2K | 0.05% | 260 |
|
|
2018
Q2 | $278K | Buy |
4,940
+36
| +0.7% | +$2.03K | 0.05% | 280 |
|
|
2018
Q1 | $268K | Hold |
4,904
| – | – | 0.05% | 257 |
|
|
2017
Q4 | $265K | Hold |
4,904
| – | – | 0.06% | 258 |
|
|
2017
Q3 | $248K | Buy |
4,904
+232
| +5% | +$11.7K | 0.06% | 246 |
|
|
2017
Q2 | $230K | Buy |
+4,672
| New | +$230K | 0.05% | 260 |
|