Foundation Wealth Management (Missouri)’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 | $2M | Buy |
21,971
+2,586
| +13% | +$235K | 1.39% | 15 |
|
|
2025
Q1 | $1.61M | Sell |
19,385
-17
| -0.1% | -$1.42K | 1.26% | 16 |
|
|
2024
Q4 | $1.76M | Buy |
19,402
+13
| +0.1% | +$1.18K | 1.37% | 14 |
|
|
2024
Q3 | $1.78M | Sell |
19,389
-268
| -1% | -$24.6K | 1.35% | 16 |
|
|
2024
Q2 | $1.73M | Sell |
19,657
-337
| -2% | -$29.7K | 1.36% | 16 |
|
|
2024
Q1 | $1.82M | Sell |
19,994
-1,372
| -6% | -$125K | 1.49% | 16 |
|
|
2023
Q4 | $1.69M | Buy |
21,366
+782
| +4% | +$62K | 1.51% | 17 |
|
|
2023
Q3 | $1.49M | Sell |
20,584
-1,757
| -8% | -$127K | 1.49% | 16 |
|
|
2023
Q2 | $1.68M | Buy |
22,341
+1,354
| +6% | +$102K | 1.63% | 18 |
|
|
2023
Q1 | $1.5M | Sell |
20,987
-2,091
| -9% | -$150K | 1.54% | 18 |
|
|
2022
Q4 | $1.58M | Buy |
+23,078
| New | +$1.58M | 1.6% | 18 |
|