FIA
Foundations Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
3,291
+530
| +19% | +$48.2K | ﹤0.01% | 741 |
|
|
2025
Q1 | $230K | Sell |
2,761
-191
| -6% | -$15.9K | ﹤0.01% | 787 |
|
|
2024
Q4 | $268K | Sell |
2,952
-6,773
| -70% | -$616K | 0.01% | 686 |
|
|
2024
Q3 | $894K | Buy |
9,725
+7,382
| +315% | +$679K | 0.02% | 379 |
|
|
2024
Q2 | $206K | Sell |
2,343
-486
| -17% | -$42.8K | 0.01% | 717 |
|
|
2024
Q1 | $258K | Buy |
+2,829
| New | +$258K | 0.01% | 616 |
|
|
2023
Q4 | – | Sell |
-2,960
| Closed | -$214K | – | 698 |
|
|
2023
Q3 | $214K | Sell |
2,960
-1,524
| -34% | -$110K | 0.01% | 599 |
|
|
2023
Q2 | $336K | Buy |
+4,484
| New | +$336K | 0.01% | 449 |
|
|
2019
Q1 | – | Sell |
-2,582
| Closed | -$549K | – | 109 |
|
|
2018
Q4 | $549K | Buy |
+2,582
| New | +$549K | 0.12% | 56 |
|