CWM
C2C Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
19,475
-112
| -0.6% | -$10.2K | 1.6% | 15 |
|
|
2025
Q1 | $1.63M | Sell |
19,587
-40
| -0.2% | -$3.33K | 1.53% | 15 |
|
|
2024
Q4 | $1.78M | Hold |
19,627
| – | – | 1.65% | 14 |
|
|
2024
Q3 | $1.78M | Buy |
19,627
+205
| +1% | +$18.6K | 1.66% | 14 |
|
|
2024
Q2 | $1.71M | Hold |
19,422
| – | – | 1.67% | 15 |
|
|
2024
Q1 | $1.77M | Buy |
19,422
+140
| +0.7% | +$12.8K | 1.76% | 14 |
|
|
2023
Q4 | $1.54M | Sell |
19,282
-64
| -0.3% | -$5.12K | 1.31% | 18 |
|
|
2023
Q3 | $1.38M | Sell |
19,346
-40
| -0.2% | -$2.85K | 0.2% | 55 |
|
|
2023
Q2 | $1.5M | Buy |
19,386
+1,452
| +8% | +$112K | 0.2% | 58 |
|
|
2023
Q1 | $1.28M | Hold |
17,934
| – | – | 0.21% | 57 |
|
|
2022
Q4 | $1.26M | Sell |
17,934
-28
| -0.2% | -$1.96K | 0.22% | 49 |
|
|
2022
Q3 | $1.21M | Buy |
17,962
+108
| +0.6% | +$7.29K | 0.24% | 50 |
|
|
2022
Q2 | $1.2M | Sell |
17,854
-108
| -0.6% | -$7.25K | 0.22% | 52 |
|
|
2022
Q1 | $1.39M | Sell |
17,962
-100
| -0.6% | -$7.76K | 0.24% | 53 |
|
|
2021
Q4 | $1.54M | Buy |
+18,062
| New | +$1.54M | 0.22% | 52 |
|