Caldwell Trust’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Hold |
679
|
|
||||
|
2025
Q1 | $56.5K | Buy |
679
+159
|
|
||||
|
2024
Q4 | $47.3K | Hold |
520
|
|
||||
|
2024
Q3 | $47.8K | Hold |
520
|
|
||||
|
2024
Q2 | $45.8K | Hold |
520
|
|
||||
|
2024
Q1 | $47.5K | Hold |
520
|
|
||||
|
2023
Q4 | $41.2K | Hold |
520
|
|
||||
|
2023
Q3 | $37.6K | Hold |
520
|
|
||||
|
2023
Q2 | $39K | Hold |
520
|
|
||||
|
2023
Q1 | $37.2K | Hold |
520
|
|
||||
|
2022
Q4 | $35.5K | Hold |
520
|
|
||||
|
2022
Q3 | $32.8K | Hold |
520
|
|
||||
|
2022
Q2 | $33.1K | Hold |
520
|
|
||||
|
2022
Q1 | $40.2K | Hold |
520
|
|
||||
|
2021
Q4 | $44.3K | Hold |
520
|
|
||||
|
2021
Q3 | $41.2K | Hold |
520
|
|
||||
|
2021
Q2 | $42.1K | Hold |
520
|
|
||||
|
2021
Q1 | $40.8K | Hold |
520
|
|
||||
|
2020
Q4 | $37.6K | Hold |
520
|
|
||||
|
2020
Q3 | $31.1K | Sell |
520
-40
|
|
||||
|
2020
Q2 | $31.4K | Hold |
560
|
|
||||
|
2020
Q1 | $25K | Hold |
560
|
|
||||
|
2019
Q4 | $33.3K | Buy |
+560
|
|