Gladstone Institutional Advisory’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 | $478K | Buy |
5,254
+545
| +12% | +$49.6K | 0.02% | 506 |
|
|
2025
Q1 | $392K | Buy |
4,709
+50
| +1% | +$4.16K | 0.02% | 530 |
|
|
2024
Q4 | $424K | Sell |
4,659
-488
| -9% | -$44.4K | 0.02% | 507 |
|
|
2024
Q3 | $473K | Buy |
5,147
+180
| +4% | +$16.5K | 0.02% | 461 |
|
|
2024
Q2 | $438K | Sell |
4,967
-415
| -8% | -$36.6K | 0.02% | 450 |
|
|
2024
Q1 | $491K | Sell |
5,382
-89
| -2% | -$8.12K | 0.03% | 415 |
|
|
2023
Q4 | $433K | Sell |
5,471
-901
| -14% | -$71.4K | 0.02% | 440 |
|
|
2023
Q3 | $460K | Sell |
6,372
-185
| -3% | -$13.4K | 0.03% | 398 |
|
|
2023
Q2 | $492K | Sell |
6,557
-35
| -0.5% | -$2.63K | 0.03% | 400 |
|
|
2023
Q1 | $471K | Sell |
6,592
-517
| -7% | -$37K | 0.03% | 421 |
|
|
2022
Q4 | $486K | Sell |
7,109
-879
| -11% | -$60K | 0.03% | 402 |
|
|
2022
Q3 | $503K | Sell |
7,988
-147
| -2% | -$9.26K | 0.04% | 387 |
|
|
2022
Q2 | $518K | Sell |
8,135
-666
| -8% | -$42.4K | 0.04% | 405 |
|
|
2022
Q1 | $680K | Buy |
8,801
+2,116
| +32% | +$163K | 0.05% | 367 |
|
|
2021
Q4 | $570K | Sell |
6,685
-1,058
| -14% | -$90.2K | 0.04% | 352 |
|
|
2021
Q3 | $613K | Buy |
7,743
+6
| +0.1% | +$475 | 0.06% | 287 |
|
|
2021
Q2 | $626K | Sell |
7,737
-298
| -4% | -$24.1K | 0.07% | 257 |
|
|
2021
Q1 | $630K | Buy |
8,035
+229
| +3% | +$18K | 0.1% | 206 |
|
|
2020
Q4 | $564K | Buy |
7,806
+2
| +0% | +$145 | 0.11% | 150 |
|
|
2020
Q3 | $467K | Buy |
7,804
+4
| +0.1% | +$239 | 0.11% | 150 |
|
|
2020
Q2 | $437K | Sell |
7,800
-2,004
| -20% | -$112K | 0.11% | 140 |
|
|
2020
Q1 | $437K | Sell |
9,804
-260
| -3% | -$11.6K | 0.11% | 151 |
|
|
2019
Q4 | $599K | Sell |
10,064
-196
| -2% | -$11.7K | 0.15% | 120 |
|
|
2019
Q3 | $574K | Buy |
+10,260
| New | +$574K | 0.15% | 125 |
|