Glass Jacobson Investment 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
Q2 | $2.03M | Sell |
22,318
-501
| -2% | -$45.6K | 0.78% | 44 |
|
|
2025
Q1 | $2.07M | Hold |
22,819
| – | – | 0.68% | 41 |
|
|
2024
Q4 | $2.07M | Buy |
22,819
+257
| +1% | +$23.4K | 0.68% | 41 |
|
|
2024
Q3 | $2.07M | Buy |
22,562
+61
| +0.3% | +$5.61K | 0.69% | 43 |
|
|
2024
Q2 | $1.98M | Buy |
22,501
+1,714
| +8% | +$151K | 0.72% | 40 |
|
|
2024
Q1 | $1.9M | Buy |
20,787
+104
| +0.5% | +$9.49K | 0.71% | 43 |
|
|
2023
Q4 | $1.64M | Sell |
20,683
-1,000
| -5% | -$79.2K | 0.67% | 45 |
|
|
2023
Q3 | $1.57M | Buy |
21,683
+515
| +2% | +$37.2K | 0.72% | 40 |
|
|
2023
Q2 | $1.59M | Buy |
+21,168
| New | +$1.59M | 0.73% | 38 |
|
|
2022
Q4 | $1.39M | Buy |
+20,388
| New | +$1.39M | 0.69% | 40 |
|