ERTS 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
Sell
2025
Q1
$1.33M Sell
2024
Q4
$1.57M Sell
2024
Q3
$1.61M Hold
2024
Q2
$1.54M Sell
2024
Q1
$1.6M Sell
2023
Q4
$1.52M Sell
2023
Q3
$1.45M Sell
2023
Q2
$1.56M Sell
2023
Q1
$1.49M Sell
2022
Q4
$1.43M Buy
2022
Q3
$1.08M Buy
2022
Q2
$768K Buy
2022
Q1
$342K Buy
2019
Q1
Sell
2018
Q4
$42K Buy