FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $235K | Hold |
2,556
| – | – | 0.04% | 282 |
|
|
2024
Q2 | $225K | Buy |
2,556
+1,788
| +233% | +$158K | 0.04% | 278 |
|
|
2024
Q1 | $70.1K | Hold |
768
| – | – | 0.01% | 444 |
|
|
2023
Q4 | $60.8K | Hold |
768
| – | – | 0.01% | 442 |
|
|
2023
Q3 | $55.5K | Hold |
768
| – | – | 0.01% | 433 |
|
|
2023
Q2 | $52.5K | Hold |
768
| – | – | 0.01% | 434 |
|
|
2023
Q1 | $52.5K | Hold |
768
| – | – | 0.01% | 434 |
|
|
2022
Q4 | $52.5K | Hold |
768
| – | – | 0.01% | 434 |
|
|
2022
Q3 | $51K | Hold |
768
| – | – | 0.01% | 509 |
|
|
2022
Q2 | $52K | Hold |
768
| – | – | 0.01% | 520 |
|
|
2022
Q1 | $59K | Hold |
768
| – | – | 0.01% | 524 |
|
|
2021
Q4 | $65K | Hold |
768
| – | – | 0.02% | 499 |
|
|
2021
Q3 | $61K | Hold |
768
| – | – | 0.02% | 511 |
|
|
2021
Q2 | $62K | Hold |
768
| – | – | 0.02% | 513 |
|
|
2021
Q1 | $60K | Hold |
768
| – | – | 0.02% | 507 |
|
|
2020
Q4 | $55K | Hold |
768
| – | – | 0.02% | 477 |
|
|
2020
Q3 | $46 | Buy |
+768
| New | +$46 | 0.01% | 497 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$5K | – | 1044 |
|
|
2019
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 828 |
|
|
2019
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 972 |
|
|
2018
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 964 |
|