Carolinas Wealth Consulting’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 | – | Sell |
-4,732
| Closed | -$394K | – | 449 |
|
|
2025
Q1 | $394K | Hold |
4,732
| – | – | 0.08% | 117 |
|
|
2024
Q4 | $430K | Hold |
4,732
| – | – | 0.08% | 117 |
|
|
2024
Q3 | $435K | Sell |
4,732
-108
| -2% | -$9.93K | 0.08% | 125 |
|
|
2024
Q2 | $426K | Buy |
4,840
+1,650
| +52% | +$145K | 0.08% | 117 |
|
|
2024
Q1 | $291K | Buy |
3,190
+3,120
| +4,457% | +$285K | 0.06% | 137 |
|
|
2023
Q4 | $5.55K | Buy |
+70
| New | +$5.55K | ﹤0.01% | 607 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$75 | – | 1064 |
|
|
2023
Q2 | $75 | Buy |
+1
| New | +$75 | ﹤0.01% | 1050 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$1K | – | 962 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 883 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 881 |
|
|
2020
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 807 |
|