Financial Advocates Investment 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 | $1.62M | Sell |
17,832
-7,706
| -30% | -$701K | 0.13% | 155 |
|
|
2025
Q1 | $2.13M | Sell |
25,538
-9,027
| -26% | -$752K | 0.15% | 155 |
|
|
2024
Q4 | $3.35M | Sell |
34,565
-767
| -2% | -$74.4K | 0.19% | 119 |
|
|
2024
Q3 | $3.14M | Buy |
35,332
+2,062
| +6% | +$183K | 0.18% | 121 |
|
|
2024
Q2 | $2.93M | Sell |
33,270
-4,706
| -12% | -$415K | 0.18% | 123 |
|
|
2024
Q1 | $3.46M | Sell |
37,976
-1,690
| -4% | -$154K | 0.2% | 115 |
|
|
2023
Q4 | $3.19M | Buy |
39,666
+15,811
| +66% | +$1.27M | 0.21% | 118 |
|
|
2023
Q3 | $1.72M | Buy |
23,855
+410
| +2% | +$29.6K | 0.12% | 182 |
|
|
2023
Q2 | $1.76M | Sell |
23,445
-15,476
| -40% | -$1.16M | 0.13% | 181 |
|
|
2023
Q1 | $2.78M | Buy |
38,921
+3,260
| +9% | +$233K | 0.2% | 116 |
|
|
2022
Q4 | $2.44M | Buy |
35,661
+16,384
| +85% | +$1.12M | 0.18% | 142 |
|
|
2022
Q3 | $1.22M | Sell |
19,277
-3,639
| -16% | -$229K | 0.1% | 213 |
|
|
2022
Q2 | $1.46M | Buy |
22,916
+8,835
| +63% | +$563K | 0.12% | 206 |
|
|
2022
Q1 | $1.09M | Buy |
14,081
+932
| +7% | +$72K | 0.07% | 284 |
|
|
2021
Q4 | $1.11M | Buy |
13,149
+152
| +1% | +$12.8K | 0.07% | 297 |
|
|
2021
Q3 | $1.04M | Buy |
12,997
+411
| +3% | +$32.9K | 0.07% | 303 |
|
|
2021
Q2 | $1.02M | Sell |
12,586
-614
| -5% | -$49.7K | 0.07% | 305 |
|
|
2021
Q1 | $1.03M | Sell |
13,200
-787
| -6% | -$61.6K | 0.07% | 303 |
|
|
2020
Q4 | $1.01M | Buy |
13,987
+471
| +3% | +$34K | 0.07% | 302 |
|
|
2020
Q3 | $808K | Sell |
13,516
-1,132
| -8% | -$67.7K | 0.07% | 278 |
|
|
2020
Q2 | $820K | Buy |
14,648
+540
| +4% | +$30.2K | 0.08% | 261 |
|
|
2020
Q1 | $629K | Buy |
14,108
+40
| +0.3% | +$1.78K | 0.09% | 236 |
|
|
2019
Q4 | $837K | Buy |
14,068
+7,440
| +112% | +$443K | 0.09% | 231 |
|
|
2019
Q3 | $371K | Buy |
6,628
+528
| +9% | +$29.6K | 0.04% | 341 |
|
|
2019
Q2 | $345K | Sell |
6,100
-904
| -13% | -$51.1K | 0.04% | 348 |
|
|
2019
Q1 | $384K | Buy |
7,004
+1,236
| +21% | +$67.8K | 0.05% | 316 |
|
|
2018
Q4 | $276K | Sell |
5,768
-268
| -4% | -$12.8K | 0.04% | 352 |
|
|
2018
Q3 | $352K | Hold |
6,036
| – | – | 0.04% | 348 |
|
|
2018
Q2 | $340K | Buy |
6,036
+808
| +15% | +$45.5K | 0.04% | 343 |
|
|
2018
Q1 | $285K | Sell |
5,228
-1,688
| -24% | -$92K | 0.04% | 378 |
|
|
2017
Q4 | $373K | Buy |
+6,916
| New | +$373K | 0.05% | 311 |
|