Cahill Financial Advisors’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 | $298K | Buy |
3,272
+1
| +0% | +$91 | 0.04% | 229 |
|
|
2025
Q1 | $272K | Buy |
3,271
+1
| +0% | +$83 | 0.04% | 227 |
|
|
2024
Q4 | $297K | Buy |
3,270
+1
| +0% | +$91 | 0.04% | 221 |
|
|
2024
Q3 | $301K | Buy |
3,269
+349
| +12% | +$32.1K | 0.04% | 208 |
|
|
2024
Q2 | $257K | Hold |
2,920
| – | – | 0.04% | 236 |
|
|
2024
Q1 | $266K | Buy |
2,920
+1
| +0% | +$91 | 0.04% | 230 |
|
|
2023
Q4 | $231K | Buy |
2,919
+3
| +0.1% | +$238 | 0.03% | 225 |
|
|
2023
Q3 | $211K | Hold |
2,916
| – | – | 0.04% | 231 |
|
|
2023
Q2 | $219K | Buy |
2,916
+1
| +0% | +$75 | 0.04% | 226 |
|
|
2023
Q1 | $208K | Buy |
+2,915
| New | +$208K | 0.04% | 227 |
|
|
2022
Q2 | – | Sell |
-2,905
| Closed | -$224K | – | 214 |
|
|
2022
Q1 | $224K | Buy |
2,905
+6
| +0.2% | +$463 | 0.04% | 212 |
|
|
2021
Q4 | $247K | Buy |
2,899
+4
| +0.1% | +$341 | 0.05% | 202 |
|
|
2021
Q3 | $229K | Buy |
2,895
+18
| +0.6% | +$1.42K | 0.05% | 202 |
|
|
2021
Q2 | $233K | Buy |
2,877
+35
| +1% | +$2.84K | 0.05% | 195 |
|
|
2021
Q1 | $223K | Buy |
2,842
+23
| +0.8% | +$1.81K | 0.05% | 192 |
|
|
2020
Q4 | $204K | Buy |
+2,819
| New | +$204K | 0.05% | 188 |
|