CCFM
Clear Creek Financial Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-157,235
| Closed | -$14.5M | – | 492 |
|
|
2024
Q3 | $14.5M | Buy |
157,235
+3,379
| +2% | +$311K | 1.64% | 9 |
|
|
2024
Q2 | $13.6M | Buy |
153,856
+32,494
| +27% | +$2.86M | 1.64% | 8 |
|
|
2024
Q1 | $11.1M | Sell |
121,362
-45,312
| -27% | -$4.13M | 1.42% | 9 |
|
|
2023
Q4 | $13.2M | Buy |
166,674
+123,189
| +283% | +$9.76M | 2.1% | 7 |
|
|
2023
Q3 | $3.14M | Buy |
43,485
+11,075
| +34% | +$800K | 0.55% | 39 |
|
|
2023
Q2 | $2.43M | Buy |
+32,410
| New | +$2.43M | 0.42% | 57 |
|
|
2020
Q4 | – | Sell |
-2,208
| Closed | -$528K | – | 313 |
|
|
2020
Q3 | $528K | Buy |
+2,208
| New | +$528K | 0.02% | 78 |
|