Crewe Advisors’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 | $901K | Sell |
9,908
-151
| -2% | -$13.7K | 0.13% | 63 |
|
|
2025
Q1 | $838K | Buy |
10,059
+114
| +1% | +$9.49K | 0.12% | 60 |
|
|
2024
Q4 | $904K | Sell |
9,945
-41
| -0.4% | -$3.73K | 0.12% | 56 |
|
|
2024
Q3 | $918K | Buy |
9,986
+22
| +0.2% | +$2.02K | 0.11% | 58 |
|
|
2024
Q2 | $878K | Buy |
9,964
+9,106
| +1,061% | +$802K | 0.1% | 75 |
|
|
2024
Q1 | $78.3K | Hold |
858
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $68K | Hold |
858
| – | – | 0.01% | 115 |
|
|
2023
Q3 | $62K | Hold |
858
| – | – | 0.01% | 124 |
|
|
2023
Q2 | $64.4K | Hold |
858
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $61.4K | Hold |
858
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $58.6K | Hold |
858
| – | – | 0.01% | 292 |
|
|
2022
Q3 | $54K | Hold |
858
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $55K | Hold |
858
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $66K | Buy |
858
+80
| +10% | +$6.15K | 0.01% | 208 |
|
|
2021
Q4 | $66K | Buy |
+778
| New | +$66K | 0.01% | 170 |
|
|
2018
Q3 | – | Sell |
-304
| Closed | -$17K | – | 248 |
|
|
2018
Q2 | $17K | Buy |
+304
| New | +$17K | 0.02% | 188 |
|