CWM
ClientFirst Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Hold |
4,324
| – | – | 0.4% | 27 |
|
|
2025
Q1 | $360K | Hold |
4,324
| – | – | 0.41% | 27 |
|
|
2024
Q4 | $393K | Buy |
+4,324
| New | +$393K | 0.4% | 24 |
|
|
2023
Q3 | $308K | Hold |
4,324
| – | – | 0.37% | 22 |
|
|
2023
Q2 | $331K | Hold |
4,324
| – | – | 0.39% | 19 |
|
|
2023
Q1 | $308K | Hold |
4,324
| – | – | 0.41% | 19 |
|
|
2022
Q4 | $295K | Hold |
4,324
| – | – | 0.38% | 20 |
|
|
2022
Q3 | $308K | Hold |
4,324
| – | – | 0.38% | 22 |
|
|
2022
Q2 | $276K | Hold |
4,324
| – | – | 0.42% | 24 |
|
|
2022
Q1 | $334K | Hold |
4,324
| – | – | 0.31% | 21 |
|
|
2021
Q4 | $339K | Buy |
+4,324
| New | +$339K | 0.3% | 21 |
|