Financial Perspectives’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 | $91.9K | Buy |
1,010
+196
| +24% | +$17.8K | 0.03% | 232 |
|
|
2025
Q1 | $67.8K | Sell |
814
-238
| -23% | -$19.8K | 0.02% | 256 |
|
|
2024
Q4 | $95.6K | Hold |
1,052
| – | – | 0.03% | 223 |
|
|
2024
Q3 | $96.7K | Sell |
1,052
-34
| -3% | -$3.12K | 0.03% | 215 |
|
|
2024
Q2 | $95.7K | Hold |
1,086
| – | – | 0.04% | 204 |
|
|
2024
Q1 | $99.1K | Buy |
1,086
+107
| +11% | +$9.77K | 0.04% | 203 |
|
|
2023
Q4 | $77.6K | Hold |
979
| – | – | 0.03% | 231 |
|
|
2023
Q3 | $70.7K | Sell |
979
-40
| -4% | -$2.89K | 0.03% | 225 |
|
|
2023
Q2 | $76.4K | Hold |
1,019
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $72.9K | Hold |
1,019
| – | – | 0.03% | 224 |
|
|
2022
Q4 | $69.6K | Sell |
1,019
-1,087
| -52% | -$74.3K | 0.04% | 216 |
|
|
2022
Q3 | $133K | Sell |
2,106
-56
| -3% | -$3.53K | 0.07% | 148 |
|
|
2022
Q2 | $138K | Buy |
2,162
+3
| +0.1% | +$191 | 0.08% | 146 |
|
|
2022
Q1 | $167K | Buy |
2,159
+1,080
| +100% | +$83.5K | 0.08% | 142 |
|
|
2021
Q4 | $92K | Hold |
1,079
| – | – | 0.04% | 183 |
|
|
2021
Q3 | $85.5K | Sell |
1,079
-63
| -6% | -$4.99K | 0.04% | 184 |
|
|
2021
Q2 | $92.4K | Sell |
1,142
-88,367
| -99% | -$7.15M | 0.05% | 194 |
|
|
2021
Q1 | $1.14M | Buy |
89,509
+88,367
| +7,738% | +$1.13M | 0.06% | 193 |
|
|
2020
Q4 | $82.5K | Sell |
1,142
-2
| -0.2% | -$144 | 0.05% | 183 |
|
|
2020
Q3 | $68.3K | Buy |
1,144
+4
| +0.4% | +$239 | 0.04% | 174 |
|
|
2020
Q2 | $63.9K | Hold |
1,140
| – | – | 0.05% | 171 |
|
|
2020
Q1 | $50.9K | Hold |
1,140
| – | – | 0.04% | 164 |
|
|
2019
Q4 | $67.8K | Buy |
+1,140
| New | +$67.8K | 0.05% | 154 |
|