Embree Financial Group’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
$1.1M Sell
12,072
-18,884
-61% -$1.72M 0.17% 93
2025
Q1
$2.58M Sell
30,956
-154
-0.5% -$12.8K 0.43% 45
2024
Q4
$2.83M Sell
31,110
-89
-0.3% -$8.09K 0.48% 42
2024
Q3
$2.87M Buy
31,199
+12
+0% +$1.1K 0.51% 41
2024
Q2
$2.75M Sell
31,187
-3,043
-9% -$268K 0.53% 41
2024
Q1
$3.12M Buy
34,230
+14
+0% +$1.28K 0.61% 38
2023
Q4
$2.71M Buy
+34,216
New +$2.71M 0.57% 43