Carl P. Sherr & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $356K | Sell |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $293K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $366K | Hold |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $346K | Hold |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $490K | Sell |
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|
2019
Q4 | $952K | Buy |
|