Evergreen Private Wealth’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 | $87.9K | Hold |
966
| – | – | 0.04% | 95 |
|
|
2025
Q1 | $80.4K | Sell |
966
-205
| -18% | -$17.1K | 0.04% | 101 |
|
|
2024
Q4 | $107K | Hold |
1,171
| – | – | 0.05% | 100 |
|
|
2024
Q3 | $108K | Sell |
1,171
-52
| -4% | -$4.78K | 0.05% | 97 |
|
|
2024
Q2 | $108K | Sell |
1,223
-1,997
| -62% | -$176K | 0.05% | 96 |
|
|
2024
Q1 | $294K | Sell |
3,220
-2,518
| -44% | -$230K | 0.15% | 63 |
|
|
2023
Q4 | $455K | Buy |
+5,738
| New | +$455K | 0.25% | 57 |
|