Callan Family Office’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 | $7.7M | Sell |
84,641
-6,016
| -7% | -$547K | 0.24% | 89 |
|
|
2025
Q1 | $7.55M | Hold |
90,657
| – | – | 0.57% | 32 |
|
|
2024
Q4 | $8.24M | Sell |
90,657
-1,200
| -1% | -$109K | 0.52% | 34 |
|
|
2024
Q3 | $8.44M | Buy |
91,857
+388
| +0.4% | +$35.7K | 1.42% | 16 |
|
|
2024
Q2 | $8.06M | Hold |
91,469
| – | – | 1.55% | 16 |
|
|
2024
Q1 | $8.35M | Sell |
91,469
-115
| -0.1% | -$10.5K | 1.96% | 11 |
|
|
2023
Q4 | $7.26M | Hold |
91,584
| – | – | 1.79% | 12 |
|
|
2023
Q3 | $6.62M | Buy |
91,584
+33,317
| +57% | +$2.41M | 1.76% | 12 |
|
|
2023
Q2 | $4.37M | Buy |
58,267
+18
| +0% | +$1.35K | 1.15% | 20 |
|
|
2023
Q1 | $4.17M | Buy |
58,249
+19,028
| +49% | +$1.36M | 1.01% | 22 |
|
|
2022
Q4 | $2.68M | Buy |
+39,221
| New | +$2.68M | 0.86% | 25 |
|