First Western Trust Bank’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
Q1 | – | Sell |
-2,240
| Closed | -$204K | – | 196 |
|
|
2024
Q4 | $204K | Hold |
2,240
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $206K | Buy |
+2,240
| New | +$206K | 0.01% | 199 |
|
|
2024
Q2 | – | Sell |
-19,577
| Closed | -$1.79M | – | 201 |
|
|
2024
Q1 | $1.79M | Sell |
19,577
-327
| -2% | -$29.8K | 0.08% | 73 |
|
|
2023
Q4 | $1.58M | Sell |
19,904
-1,556
| -7% | -$123K | 0.08% | 74 |
|
|
2023
Q3 | $1.55M | Sell |
21,460
-632
| -3% | -$45.7K | 0.08% | 75 |
|
|
2023
Q2 | $1.66M | Sell |
22,092
-3,704
| -14% | -$278K | 0.08% | 75 |
|
|
2023
Q1 | $1.84M | Buy |
25,796
+1,200
| +5% | +$85.8K | 0.1% | 69 |
|
|
2022
Q4 | $1.68M | Sell |
24,596
-210
| -0.8% | -$14.3K | 0.1% | 67 |
|
|
2022
Q3 | $1.56M | Sell |
24,806
-57
| -0.2% | -$3.59K | 0.11% | 68 |
|
|
2022
Q2 | $1.6M | Sell |
24,863
-440
| -2% | -$28.4K | 0.11% | 68 |
|
|
2022
Q1 | $1.99M | Buy |
+25,303
| New | +$1.99M | 0.1% | 69 |
|