Filbrandt Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $398K | Hold |
5,024
| – | – | 0.23% | 22 |
|
|
2021
Q2 | $407K | Hold |
5,024
| – | – | 0.23% | 21 |
|
|
2021
Q1 | $394K | Hold |
5,024
| – | – | 0.24% | 19 |
|
|
2020
Q4 | $363K | Hold |
5,024
| – | – | 0.23% | 19 |
|
|
2020
Q3 | $300K | Sell |
5,024
-520
| -9% | -$31.1K | 0.23% | 20 |
|
|
2020
Q2 | $310K | Buy |
5,544
+520
| +10% | +$29.1K | 0.25% | 22 |
|
|
2020
Q1 | $224K | Hold |
5,024
| – | – | 0.25% | 18 |
|
|
2019
Q4 | $299K | Buy |
+5,024
| New | +$299K | 0.26% | 19 |
|