Confluence Wealth Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Confluence Wealth Services’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Hold
2025 Q1	$215K	Sell
2024 Q4	$260K	Hold
2024 Q3	$249K	Hold
2024 Q2	$238K	Buy
2024 Q1	$244K	Sell
2023 Q4	$212K	Buy
2022 Q1	–	Sell
2021 Q4	$41K	Buy