FirstPurpose Wealth’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
Q1 | $442K | Buy |
4,976
+9
| +0.2% | +$799 | 0.16% | 118 |
|
|
2023
Q4 | $393K | Hold |
4,967
| – | – | 0.15% | 124 |
|
|
2023
Q3 | $359K | Hold |
4,967
| – | – | 0.16% | 114 |
|
|
2023
Q2 | $373K | Hold |
4,967
| – | – | 0.16% | 107 |
|
|
2023
Q1 | $355K | Hold |
4,967
| – | – | 0.18% | 104 |
|
|
2022
Q4 | $339K | Hold |
4,967
| – | – | 0.19% | 102 |
|
|
2022
Q3 | $313K | Sell |
4,967
-28
| -0.6% | -$1.76K | 0.21% | 91 |
|
|
2022
Q2 | $318K | Buy |
4,995
+11
| +0.2% | +$700 | 0.21% | 84 |
|
|
2022
Q1 | $385K | Buy |
4,984
+28
| +0.6% | +$2.16K | 0.3% | 70 |
|
|
2021
Q4 | $423K | Buy |
+4,956
| New | +$423K | 0.27% | 66 |
|