First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,408
| Closed | -$256K | – | 252 |
|
|
2014
Q4 | $256K | Hold |
6,408
| – | – | 0.02% | 192 |
|
|
2014
Q3 | $243K | Sell |
6,408
-896
| -12% | -$34K | 0.02% | 192 |
|
|
2014
Q2 | $287K | Hold |
7,304
| – | – | 0.03% | 171 |
|
|
2014
Q1 | $279K | Sell |
7,304
-2,024
| -22% | -$77.3K | 0.03% | 149 |
|
|
2013
Q4 | $350K | Buy |
9,328
+680
| +8% | +$25.5K | 0.05% | 132 |
|
|
2013
Q3 | $301K | Buy |
+8,648
| New | +$301K | 0.05% | 128 |
|