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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
3,030
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $252K | Buy |
3,030
+50
| +2% | +$4.16K | 0.01% | 360 |
|
|
2024
Q4 | $271K | Hold |
2,980
| – | – | 0.01% | 382 |
|
|
2024
Q3 | $274K | Sell |
2,980
-353
| -11% | -$32.5K | 0.01% | 396 |
|
|
2024
Q2 | $294K | Buy |
3,333
+200
| +6% | +$17.6K | 0.01% | 354 |
|
|
2024
Q1 | $286K | Sell |
3,133
-101
| -3% | -$9.22K | 0.01% | 354 |
|
|
2023
Q4 | $256K | Hold |
3,234
| – | – | 0.01% | 348 |
|
|
2023
Q3 | $234K | Sell |
3,234
-117
| -3% | -$8.45K | 0.01% | 359 |
|
|
2023
Q2 | $251K | Hold |
3,351
| – | – | 0.01% | 374 |
|
|
2023
Q1 | $240K | Sell |
3,351
-780
| -19% | -$55.8K | 0.01% | 367 |
|
|
2022
Q4 | $282K | Hold |
4,131
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $260K | Hold |
4,131
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $263K | Sell |
4,131
-292
| -7% | -$18.6K | 0.01% | 340 |
|
|
2022
Q1 | $342K | Sell |
4,423
-620
| -12% | -$47.9K | 0.01% | 228 |
|
|
2021
Q4 | $430K | Sell |
5,043
-595
| -11% | -$50.7K | 0.02% | 192 |
|
|
2021
Q3 | $446K | Hold |
5,638
| – | – | 0.02% | 187 |
|
|
2021
Q2 | $456K | Hold |
5,638
| – | – | 0.02% | 179 |
|
|
2021
Q1 | $442K | Sell |
5,638
-530
| -9% | -$41.6K | 0.02% | 182 |
|
|
2020
Q4 | $445K | Hold |
6,168
| – | – | 0.02% | 242 |
|
|
2020
Q3 | $369K | Buy |
6,168
+388
| +7% | +$23.2K | 0.02% | 238 |
|
|
2020
Q2 | $324K | Sell |
5,780
-220
| -4% | -$12.3K | 0.02% | 242 |
|
|
2020
Q1 | $268K | Sell |
6,000
-300
| -5% | -$13.4K | 0.02% | 236 |
|
|
2019
Q4 | $375K | Sell |
6,300
-56
| -0.9% | -$3.33K | 0.03% | 220 |
|
|
2019
Q3 | $356K | Hold |
6,356
| – | – | 0.03% | 210 |
|
|
2019
Q2 | $360K | Buy |
6,356
+1,580
| +33% | +$89.5K | 0.03% | 200 |
|
|
2019
Q1 | $262K | Sell |
4,776
-120
| -2% | -$6.58K | 0.02% | 223 |
|
|
2018
Q4 | $234K | Buy |
4,896
+4
| +0.1% | +$191 | 0.02% | 206 |
|
|
2018
Q3 | $285K | Hold |
4,892
| – | – | 0.03% | 196 |
|
|
2018
Q2 | $275K | Sell |
4,892
-368
| -7% | -$20.7K | 0.03% | 203 |
|
|
2018
Q1 | $287K | Hold |
5,260
| – | – | 0.03% | 201 |
|
|
2017
Q4 | $284K | Buy |
+5,260
| New | +$284K | 0.03% | 208 |
|
|
2015
Q2 | – | Sell |
-4,776
| Closed | -$205K | – | 189 |
|
|
2015
Q1 | $205K | Buy |
+4,776
| New | +$205K | 0.03% | 184 |
|