EFS
Essex Financial Services’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 | $248K | Buy |
2,726
+112
| +4% | +$10.2K | 0.02% | 599 |
|
|
2025
Q1 | $218K | Buy |
2,614
+158
| +6% | +$13.2K | 0.02% | 583 |
|
|
2024
Q4 | $223K | Buy |
2,456
+51
| +2% | +$4.64K | 0.02% | 572 |
|
|
2024
Q3 | $222K | Sell |
2,405
-210
| -8% | -$19.3K | 0.02% | 577 |
|
|
2024
Q2 | $227K | Buy |
+2,615
| New | +$227K | 0.02% | 551 |
|
|
2018
Q4 | – | Sell |
-1,010
| Closed | -$235K | – | 267 |
|
|
2018
Q3 | $235K | Hold |
1,010
| – | – | 0.05% | 252 |
|
|
2018
Q2 | $227K | Sell |
1,010
-334
| -25% | -$75.1K | 0.05% | 243 |
|
|
2018
Q1 | $293K | Buy |
1,344
+334
| +33% | +$72.8K | 0.06% | 270 |
|
|
2017
Q4 | $218K | Hold |
1,010
| – | – | 0.05% | 252 |
|
|
2017
Q3 | $204K | Sell |
1,010
-657
| -39% | -$133K | 0.05% | 260 |
|
|
2017
Q2 | $328K | Buy |
1,667
+448
| +37% | +$88.1K | 0.07% | 254 |
|
|
2017
Q1 | $233K | Hold |
1,219
| – | – | 0.05% | 288 |
|
|
2016
Q4 | $222K | Sell |
1,219
-25
| -2% | -$4.55K | 0.05% | 289 |
|
|
2016
Q3 | $217K | Buy |
1,244
+53
| +4% | +$9.25K | 0.05% | 276 |
|
|
2016
Q2 | $201K | Sell |
1,191
-343
| -22% | -$57.9K | 0.05% | 285 |
|
|
2016
Q1 | $249K | Hold |
1,534
| – | – | 0.06% | 261 |
|
|
2015
Q4 | $247K | Buy |
1,534
+84
| +6% | +$13.5K | 0.06% | 260 |
|
|
2015
Q3 | $228K | Hold |
1,450
| – | – | 0.06% | 277 |
|
|
2015
Q2 | $246K | Hold |
1,450
| – | – | 0.06% | 272 |
|
|
2015
Q1 | $249K | Sell |
1,450
-150
| -9% | -$25.8K | 0.06% | 267 |
|
|
2014
Q4 | $255K | Sell |
1,600
-27
| -2% | -$4.3K | 0.07% | 255 |
|
|
2014
Q3 | $246K | Sell |
1,627
-355
| -18% | -$53.7K | 0.07% | 248 |
|
|
2014
Q2 | $311K | Sell |
1,982
-925
| -32% | -$145K | 0.09% | 223 |
|
|
2014
Q1 | $445K | Buy |
2,907
+1,389
| +92% | +$213K | 0.15% | 164 |
|
|
2013
Q4 | $228K | Sell |
1,518
-212
| -12% | -$31.8K | 0.08% | 243 |
|
|
2013
Q3 | $241 | Buy |
+1,730
| New | +$241 | 0.08% | 220 |
|