Davidson Trust Company’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
Q3 | $683K | Buy |
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|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $438K | Sell |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $438K | Sell |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $569K | Sell |
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|
2021
Q3 | $552K | Buy |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $293K | Sell |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $290K | Buy |
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