GeoWealth Management’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 | $7.87K | Sell |
86
-3
| -3% | -$274 | ﹤0.01% | 1129 |
|
|
2025
Q1 | $7.44K | Hold |
89
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q4 | $8.11K | Buy |
+89
| New | +$8.11K | ﹤0.01% | 1507 |
|
|
2024
Q2 | – | Sell |
-6,443
| Closed | -$588K | – | 905 |
|
|
2024
Q1 | $588K | Buy |
+6,443
| New | +$588K | 0.02% | 399 |
|
|
2023
Q4 | – | Sell |
-3,456
| Closed | -$250K | – | 700 |
|
|
2023
Q3 | $250K | Buy |
+3,456
| New | +$250K | 0.03% | 258 |
|