Evergreen Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
5,126
| – | – | 0.01% | 578 |
|
|
2025
Q1 | $427K | Sell |
5,126
-70
| -1% | -$5.83K | 0.01% | 570 |
|
|
2024
Q4 | $472K | Sell |
5,196
-253
| -5% | -$23K | 0.02% | 532 |
|
|
2024
Q3 | $501K | Hold |
5,449
| – | – | 0.02% | 495 |
|
|
2024
Q2 | $480K | Sell |
5,449
-441
| -7% | -$38.9K | 0.02% | 474 |
|
|
2024
Q1 | $537K | Hold |
5,890
| – | – | 0.02% | 433 |
|
|
2023
Q4 | $467K | Hold |
5,890
| – | – | 0.02% | 442 |
|
|
2023
Q3 | $427K | Buy |
5,890
+870
| +17% | +$63.1K | 0.02% | 435 |
|
|
2023
Q2 | $377K | Hold |
5,020
| – | – | 0.02% | 475 |
|
|
2023
Q1 | $359K | Buy |
5,020
+380
| +8% | +$27.2K | 0.02% | 452 |
|
|
2022
Q4 | $317K | Hold |
4,640
| – | – | 0.01% | 470 |
|
|
2022
Q3 | $292K | Hold |
4,640
| – | – | 0.02% | 453 |
|
|
2022
Q2 | $296K | Hold |
4,640
| – | – | 0.02% | 422 |
|
|
2022
Q1 | $359K | Hold |
4,640
| – | – | 0.01% | 440 |
|
|
2021
Q4 | $396K | Sell |
4,640
-7,060
| -60% | -$603K | 0.02% | 413 |
|
|
2021
Q3 | $927K | Buy |
11,700
+4,260
| +57% | +$338K | 0.04% | 288 |
|
|
2021
Q2 | $602K | Hold |
7,440
| – | – | 0.03% | 314 |
|
|
2021
Q1 | $583K | Sell |
7,440
-1,200
| -14% | -$94K | 0.03% | 303 |
|
|
2020
Q4 | $624K | Buy |
+8,640
| New | +$624K | 0.04% | 265 |
|