EWA
ERTS Wealth 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 | – | Sell |
-15,952
| Closed | -$1.33M | – | 57 |
|
|
2025
Q1 | $1.33M | Sell |
15,952
-1,309
| -8% | -$109K | 0.26% | 25 |
|
|
2024
Q4 | $1.57M | Sell |
17,261
-254
| -1% | -$23.1K | 0.3% | 25 |
|
|
2024
Q3 | $1.61M | Hold |
17,515
| – | – | 0.3% | 25 |
|
|
2024
Q2 | $1.54M | Sell |
17,515
-14
| -0.1% | -$1.23K | 0.31% | 24 |
|
|
2024
Q1 | $1.6M | Sell |
17,529
-1,676
| -9% | -$153K | 0.33% | 22 |
|
|
2023
Q4 | $1.52M | Sell |
19,205
-811
| -4% | -$64.2K | 0.33% | 21 |
|
|
2023
Q3 | $1.45M | Sell |
20,016
-741
| -4% | -$53.5K | 0.35% | 19 |
|
|
2023
Q2 | $1.56M | Sell |
20,757
-96
| -0.5% | -$7.2K | 0.36% | 22 |
|
|
2023
Q1 | $1.49M | Sell |
20,853
-137
| -0.7% | -$9.8K | 0.36% | 22 |
|
|
2022
Q4 | $1.43M | Buy |
20,990
+3,896
| +23% | +$266K | 0.37% | 29 |
|
|
2022
Q3 | $1.08M | Buy |
17,094
+5,042
| +42% | +$318K | 0.3% | 29 |
|
|
2022
Q2 | $768K | Buy |
12,052
+7,625
| +172% | +$486K | 0.22% | 36 |
|
|
2022
Q1 | $342K | Buy |
+4,427
| New | +$342K | 0.1% | 61 |
|
|
2019
Q1 | – | Sell |
-220
| Closed | -$42K | – | 192 |
|
|
2018
Q4 | $42K | Buy |
+220
| New | +$42K | 0.03% | 166 |
|