Fortis Group 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $45.5K | Hold |
500
| – | – | 0.01% | 245 |
|
2025
Q1 | $41.7K | Hold |
500
| – | – | 0.01% | 223 |
|
2024
Q4 | $45.5K | Hold |
500
| – | – | 0.01% | 217 |
|
2024
Q3 | $46K | Hold |
500
| – | – | 0.01% | 208 |
|
2024
Q2 | $44.1K | Hold |
500
| – | – | 0.01% | 211 |
|
2024
Q1 | $45.7K | Sell |
500
-500
| -50% | -$45.7K | 0.01% | 229 |
|
2023
Q4 | $79.3K | Buy |
1,000
+500
| +100% | +$39.6K | 0.02% | 152 |
|
2023
Q3 | $36.1K | Buy |
+500
| New | +$36.1K | 0.01% | 149 |
|
2020
Q3 | $29K | Buy |
+500
| New | +$29K | 0.01% | 231 |
|