Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$68 | – | 1113 |
|
|
2022
Q4 | $68 | Buy |
+1
| New | +$68 | ﹤0.01% | 1234 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | – | – | 613 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1295 |
|
|
2022
Q1 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 1208 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1323 |
|