DWM
Diversify Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
3,134
| – | – | 0.02% | 461 |
|
|
2025
Q1 | $260K | Buy |
3,134
+1
| +0% | +$83 | 0.02% | 454 |
|
|
2024
Q4 | $284K | Buy |
+3,133
| New | +$284K | 0.02% | 439 |
|
|
2024
Q3 | – | Sell |
-4,976
| Closed | -$422K | – | 481 |
|
|
2024
Q2 | $422K | Buy |
+4,976
| New | +$422K | 0.05% | 307 |
|