Circle Wealth Management’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 | $4M | Hold |
44,000
| – | – | 0.09% | 55 |
|
|
2025
Q1 | $3.66M | Hold |
44,000
| – | – | 0.08% | 50 |
|
|
2024
Q4 | $4M | Hold |
44,000
| – | – | 0.08% | 51 |
|
|
2024
Q3 | $4.04M | Hold |
44,000
| – | – | 0.09% | 49 |
|
|
2024
Q2 | $3.88M | Hold |
44,000
| – | – | 0.09% | 47 |
|
|
2024
Q1 | $4.02M | Hold |
44,000
| – | – | 0.1% | 49 |
|
|
2023
Q4 | $3.49M | Hold |
44,000
| – | – | 0.09% | 50 |
|
|
2023
Q3 | $3.18M | Buy |
+44,000
| New | +$3.18M | 0.08% | 55 |
|