Circle Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Circle Wealth Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4M	Hold
2025 Q1	$3.66M	Hold
2024 Q4	$4M	Hold
2024 Q3	$4.04M	Hold
2024 Q2	$3.88M	Hold
2024 Q1	$4.01M	Hold
2023 Q4	$3.49M	Hold
2023 Q3	$3.18M	Buy