Forvis Mazars Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $446K | Hold |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $442K | Sell |
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|
2020
Q4 | $445K | Hold |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $375K | Sell |
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|
2019
Q3 | $356K | Hold |
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|
2019
Q2 | $360K | Buy |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $234K | Buy |
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|
2018
Q3 | $285K | Hold |
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|
2018
Q2 | $275K | Sell |
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|
2018
Q1 | $287K | Hold |
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|
2017
Q4 | $284K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $205K | Buy |
|