Geneos Wealth Management’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 | $365K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $211K | Hold |
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|
2022
Q3 | $194K | Sell |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $216K | Hold |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $765K | Buy |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $727K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $994K | Buy |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $962K | Sell |
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|
2018
Q4 | $877K | Sell |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $992K | Buy |
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|
2017
Q1 | $846K | Buy |
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|
2016
Q4 | $679K | Buy |
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|
2016
Q3 | $610K | Sell |
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|
2016
Q2 | $648K | Buy |
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|
2016
Q1 | $387K | Buy |
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