Corient Private Wealth’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 | $4.54M | Sell |
49,660
-42,566
| -46% | -$3.89M | ﹤0.01% | 788 |
|
|
2025
Q1 | $7.68M | Buy |
92,226
+32,183
| +54% | +$2.68M | 0.01% | 571 |
|
|
2024
Q4 | $5.46M | Sell |
60,043
-20,094
| -25% | -$1.83M | 0.01% | 671 |
|
|
2024
Q3 | $7.37M | Buy |
80,137
+10,442
| +15% | +$960K | 0.01% | 628 |
|
|
2024
Q2 | $6.13M | Sell |
69,695
-6,145
| -8% | -$540K | 0.01% | 653 |
|
|
2024
Q1 | $6.92M | Sell |
75,840
-39,631
| -34% | -$3.62M | 0.01% | 618 |
|
|
2023
Q4 | $9.15M | Buy |
115,471
+64,136
| +125% | +$5.08M | 0.02% | 540 |
|
|
2023
Q3 | $3.71M | Buy |
51,335
+12,945
| +34% | +$935K | 0.01% | 711 |
|
|
2023
Q2 | $2.88M | Sell |
38,390
-6,014
| -14% | -$451K | 0.01% | 791 |
|
|
2023
Q1 | $3.18M | Sell |
44,404
-19,010
| -30% | -$1.36M | 0.01% | 707 |
|
|
2022
Q4 | $4.33M | Buy |
+63,414
| New | +$4.33M | 0.02% | 532 |
|