Congress Wealth Management’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	$665K	Buy	7,303 +101	+1%	+$9.19K	0.01%	829
2025 Q1	$601K	Buy	7,202 +904	+14%	+$75.5K	0.01%	761
2024 Q4	$573K	Buy	6,298 +45	+0.7%	+$4.09K	0.01%	609
2024 Q3	$575K	Buy	+6,253	New	+$575K	0.01%	614