Connecticut Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $855K | Buy |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $725K | Buy |
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|
2020
Q1 | $538K | Sell |
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|
2019
Q4 | $860K | Buy |
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|
2019
Q3 | $688K | Hold |
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|
2019
Q2 | $696K | Buy |
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