Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-641
| Closed | -$46.3K | – | 1193 |
|
|
2023
Q3 | $46.3K | Hold |
641
| – | – | ﹤0.01% | 888 |
|
|
2023
Q2 | $48.1K | Buy |
641
+1
| +0.2% | +$75 | ﹤0.01% | 826 |
|
|
2023
Q1 | $45.8K | Hold |
640
| – | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $43.7K | Buy |
+640
| New | +$43.7K | ﹤0.01% | 777 |
|
|
2020
Q4 | – | Sell |
-68
| Closed | -$4K | – | 596 |
|
|
2020
Q3 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 855 |
|
|
2018
Q4 | $243K | Buy |
+5,096
| New | +$243K | 0.24% | 80 |
|