DA
Doliver Advisors’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 | $371K | Sell |
4,080
-118
| -3% | -$10.7K | 0.1% | 128 |
|
|
2025
Q1 | $350K | Sell |
4,198
-90
| -2% | -$7.5K | 0.1% | 123 |
|
|
2024
Q4 | $390K | Sell |
4,288
-450
| -9% | -$40.9K | 0.11% | 116 |
|
|
2024
Q3 | $436K | Hold |
4,738
| – | – | 0.12% | 103 |
|
|
2024
Q2 | $417K | Sell |
4,738
-100
| -2% | -$8.81K | 0.12% | 105 |
|
|
2024
Q1 | $441K | Sell |
4,838
-648
| -12% | -$59.1K | 0.12% | 99 |
|
|
2023
Q4 | $435K | Hold |
5,486
| – | – | 0.13% | 100 |
|
|
2023
Q3 | $396K | Sell |
5,486
-61
| -1% | -$4.41K | 0.12% | 104 |
|
|
2023
Q2 | $416K | Hold |
5,547
| – | – | 0.13% | 112 |
|
|
2023
Q1 | $397K | Buy |
+5,547
| New | +$397K | 0.12% | 105 |
|