Capital Investment Advisory Services’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 | $70.1K | Hold |
771
| – | – | 0.01% | 700 |
|
|
2025
Q1 | $64.2K | Hold |
771
| – | – | 0.01% | 673 |
|
|
2024
Q4 | $70.1K | Buy |
771
+51
| +7% | +$4.64K | 0.01% | 613 |
|
|
2024
Q3 | $66.2K | Hold |
720
| – | – | 0.01% | 641 |
|
|
2024
Q2 | $63.4K | Hold |
720
| – | – | 0.01% | 630 |
|
|
2024
Q1 | $65.7K | Sell |
720
-35
| -5% | -$3.19K | 0.01% | 624 |
|
|
2023
Q4 | $59.8K | Buy |
755
+35
| +5% | +$2.77K | 0.01% | 624 |
|
|
2023
Q3 | $52K | Hold |
720
| – | – | 0.01% | 606 |
|
|
2023
Q2 | $54K | Hold |
720
| – | – | 0.01% | 595 |
|
|
2023
Q1 | $51.5K | Hold |
720
| – | – | 0.01% | 597 |
|
|
2022
Q4 | $49.2K | Hold |
720
| – | – | 0.01% | 616 |
|
|
2022
Q3 | $45K | Hold |
720
| – | – | 0.01% | 582 |
|
|
2022
Q2 | $46K | Hold |
720
| – | – | 0.01% | 600 |
|
|
2022
Q1 | $56K | Sell |
720
-100
| -12% | -$7.78K | 0.01% | 615 |
|
|
2021
Q4 | $70K | Hold |
820
| – | – | 0.01% | 571 |
|
|
2021
Q3 | $65K | Sell |
820
-200
| -20% | -$15.9K | 0.01% | 546 |
|
|
2021
Q2 | $83K | Buy |
1,020
+200
| +24% | +$16.3K | 0.01% | 542 |
|
|
2021
Q1 | $64K | Hold |
820
| – | – | 0.01% | 518 |
|
|
2020
Q4 | $59K | Hold |
820
| – | – | 0.01% | 504 |
|
|
2020
Q3 | $49K | Sell |
820
-912
| -53% | -$54.5K | 0.01% | 452 |
|
|
2020
Q2 | $97K | Hold |
1,732
| – | – | 0.02% | 364 |
|
|
2020
Q1 | $77K | Hold |
1,732
| – | – | 0.02% | 353 |
|
|
2019
Q4 | $103K | Hold |
1,732
| – | – | 0.03% | 339 |
|
|
2019
Q3 | $97K | Buy |
1,732
+300
| +21% | +$16.8K | 0.03% | 394 |
|
|
2019
Q2 | $81K | Hold |
1,432
| – | – | 0.02% | 434 |
|
|
2019
Q1 | $78K | Hold |
1,432
| – | – | 0.03% | 396 |
|
|
2018
Q4 | $68K | Buy |
+1,432
| New | +$68K | 0.03% | 390 |
|