EP Wealth Advisors’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
Q2 | $5.08M | Buy |
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|
2025
Q1 | $4.6M | Buy |
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|
2024
Q4 | $5.02M | Sell |
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|
2024
Q3 | $5.25M | Buy |
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|
2024
Q2 | $5.03M | Buy |
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|
2024
Q1 | $4.99M | Sell |
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|
2023
Q4 | $4.44M | Buy |
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|
2023
Q3 | $3.99M | Buy |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $645K | Sell |
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|
2022
Q4 | $3.76M | Sell |
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|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $4.6M | Sell |
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|
2021
Q4 | $5.36M | Sell |
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|
2021
Q3 | $5M | Buy |
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|
2021
Q2 | $4.9M | Sell |
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|
2021
Q1 | $4.78M | Buy |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $2.68M | Buy |
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|
2019
Q3 | $2.05M | Sell |
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|
2019
Q2 | $2.25M | Sell |
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|
2019
Q1 | $2.38M | Buy |
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|
2018
Q4 | $1.72M | Buy |
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