CVA Family Office’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 | $164K | Hold |
1,804
| – | – | 0.02% | 324 |
|
|
2025
Q1 | $150K | Hold |
1,804
| – | – | 0.02% | 322 |
|
|
2024
Q4 | $164K | Hold |
1,804
| – | – | 0.03% | 299 |
|
|
2024
Q3 | $166K | Hold |
1,804
| – | – | 0.03% | 291 |
|
|
2024
Q2 | $159K | Hold |
1,804
| – | – | 0.03% | 278 |
|
|
2024
Q1 | $165K | Hold |
1,804
| – | – | 0.03% | 278 |
|
|
2023
Q4 | $143K | Buy |
+1,804
| New | +$143K | 0.03% | 285 |
|
|
2023
Q3 | – | Sell |
-1,804
| Closed | -$135K | – | 574 |
|
|
2023
Q2 | $135K | Hold |
1,804
| – | – | 0.03% | 272 |
|
|
2023
Q1 | $129K | Hold |
1,804
| – | – | 0.03% | 276 |
|
|
2022
Q4 | $123K | Hold |
1,804
| – | – | 0.03% | 264 |
|
|
2022
Q3 | $114K | Hold |
1,804
| – | – | 0.03% | 220 |
|
|
2022
Q2 | $115K | Buy |
1,804
+800
| +80% | +$51K | 0.03% | 226 |
|
|
2022
Q1 | $78K | Hold |
1,004
| – | – | 0.02% | 304 |
|
|
2021
Q4 | $86K | Buy |
1,004
+753
| +300% | +$64.5K | 0.02% | 265 |
|
|
2021
Q3 | $60K | Sell |
251
-753
| -75% | -$180K | 0.04% | 163 |
|
|
2021
Q2 | $81K | Hold |
1,004
| – | – | 0.02% | 273 |
|
|
2021
Q1 | $79K | Hold |
1,004
| – | – | 0.03% | 212 |
|
|
2020
Q4 | $73K | Hold |
1,004
| – | – | 0.04% | 155 |
|
|
2020
Q3 | $60K | Hold |
1,004
| – | – | 0.04% | 163 |
|
|
2020
Q2 | $56K | Hold |
1,004
| – | – | 0.05% | 154 |
|
|
2020
Q1 | $45K | Buy |
+1,004
| New | +$45K | 0.05% | 152 |
|