Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-615
| Closed | -$47K | – | 78 |
|
|
2022
Q1 | $47K | Buy |
615
+2
| +0.3% | +$153 | ﹤0.01% | 71 |
|
|
2021
Q4 | $52K | Buy |
613
+1
| +0.2% | +$85 | 0.01% | 70 |
|
|
2021
Q3 | $48K | Hold |
612
| – | – | 0.01% | 67 |
|
|
2021
Q2 | $49K | Buy |
612
+2
| +0.3% | +$160 | 0.01% | 67 |
|
|
2021
Q1 | $48K | Hold |
610
| – | – | 0.01% | 65 |
|
|
2020
Q4 | $44K | Sell |
610
-650
| -52% | -$46.9K | 0.01% | 62 |
|
|
2020
Q3 | $75K | Sell |
1,260
-1,384
| -52% | -$82.4K | 0.01% | 63 |
|
|
2020
Q2 | $148K | Buy |
2,644
+8
| +0.3% | +$448 | 0.02% | 61 |
|
|
2020
Q1 | $118K | Buy |
2,636
+4
| +0.2% | +$179 | 0.02% | 69 |
|
|
2019
Q4 | $156K | Sell |
2,632
-5,968
| -69% | -$354K | 0.02% | 70 |
|
|
2019
Q3 | $481K | Sell |
8,600
-716
| -8% | -$40K | 0.07% | 64 |
|
|
2019
Q2 | $527K | Buy |
9,316
+24
| +0.3% | +$1.36K | 0.07% | 61 |
|
|
2019
Q1 | $508K | Buy |
+9,292
| New | +$508K | 0.07% | 60 |
|