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