Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-985
| Closed | -$63K | – | 217 |
|
|
2022
Q2 | $63K | Hold |
985
| – | – | 0.02% | 78 |
|
|
2022
Q1 | $76K | Hold |
985
| – | – | 0.03% | 79 |
|
|
2021
Q4 | $84K | Hold |
985
| – | – | 0.03% | 83 |
|
|
2021
Q3 | $78K | Hold |
985
| – | – | 0.04% | 83 |
|
|
2021
Q2 | $80K | Hold |
985
| – | – | 0.04% | 81 |
|
|
2021
Q1 | $77K | Hold |
985
| – | – | 0.04% | 75 |
|
|
2020
Q4 | $71K | Buy |
+985
| New | +$71K | 0.05% | 75 |
|