GGM 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
Q1 | – | Sell |
-2,210
| Closed | -$201K | – | 142 |
|
|
2024
Q4 | $201K | Buy |
+2,210
| New | +$201K | 0.11% | 134 |
|
|
2022
Q4 | – | Sell |
-6,510
| Closed | -$442K | – | 140 |
|
|
2022
Q3 | $442K | Hold |
6,510
| – | – | 0.24% | 76 |
|
|
2022
Q2 | $419K | Sell |
6,510
-410
| -6% | -$26.4K | 0.23% | 80 |
|
|
2022
Q1 | $532K | Hold |
6,920
| – | – | 0.27% | 74 |
|
|
2021
Q4 | $568K | Hold |
6,920
| – | – | 0.45% | 46 |
|
|
2021
Q3 | $584K | Hold |
6,920
| – | – | 0.46% | 44 |
|
|
2021
Q2 | $543K | Hold |
6,920
| – | – | 0.46% | 43 |
|
|
2021
Q1 | $563K | Hold |
6,920
| – | – | 0.45% | 43 |
|
|
2020
Q4 | $527K | Buy |
+6,920
| New | +$527K | 0.52% | 34 |
|