Clearstead Trust’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 | $142K | Sell |
1,560
-747
| -32% | -$68K | 0.03% | 207 |
|
|
2025
Q1 | $192K | Buy |
2,307
+747
| +48% | +$62.2K | 0.04% | 153 |
|
|
2024
Q4 | $142K | Hold |
1,560
| – | – | 0.03% | 176 |
|
|
2024
Q3 | $143K | Sell |
1,560
-24
| -2% | -$2.21K | 0.03% | 157 |
|
|
2024
Q2 | $140K | Hold |
1,584
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $145K | Hold |
1,584
| – | – | 0.04% | 161 |
|
|
2023
Q4 | $125K | Hold |
1,584
| – | – | 0.03% | 184 |
|
|
2023
Q3 | $114K | Buy |
1,584
+1,224
| +340% | +$88.4K | 0.04% | 166 |
|
|
2023
Q2 | $25.7K | Hold |
360
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $25.7K | Buy |
+360
| New | +$25.7K | 0.01% | 248 |
|