Glassman Wealth Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Glassman Wealth Services’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$331K	Hold	3,636	–	–	0.05%	58
2025 Q1	$303K	Hold	3,636	–	–	0.05%	55
2024 Q4	$331K	Hold	3,636	–	–	0.06%	49
2024 Q3	$334K	Hold	3,636	–	–	0.06%	51
2024 Q2	$320K	Hold	3,636	–	–	0.06%	53
2024 Q1	$332K	Hold	3,636	–	–	0.07%	49
2023 Q4	$288K	Hold	3,636	–	–	0.04%	142
2023 Q3	$263K	Hold	3,636	–	–	0.04%	136
2023 Q2	$273K	Hold	3,636	–	–	0.04%	132
2023 Q1	$260K	Hold	3,636	–	–	0.05%	136
2022 Q4	$248K	Hold	3,636	–	–	0.05%	147
2022 Q3	$229K	Hold	3,636	–	–	0.05%	135
2022 Q2	$232K	Hold	3,636	–	–	0.05%	138
2022 Q1	$281K	Sell	3,636 -204	-5%	-$15.8K	0.05%	132
2021 Q4	$327K	Buy	3,840 +204	+6%	+$17.4K	0.06%	106
2021 Q3	$288K	Sell	3,636 -300	-8%	-$23.8K	0.06%	111
2021 Q2	$319K	Hold	3,936	–	–	0.07%	98
2021 Q1	$308K	Hold	3,936	–	–	0.07%	105
2020 Q4	$284K	Hold	3,936	–	–	0.07%	109
2020 Q3	$235K	Hold	3,936	–	–	0.06%	110
2020 Q2	$220K	Hold	3,936	–	–	0.07%	102
2020 Q1	$176K	Hold	3,936	–	–	0.07%	109
2019 Q4	$234K	Sell	3,936 -200	-5%	-$11.9K	0.09%	110
2019 Q3	$231K	Sell	4,136 -228	-5%	-$12.7K	0.09%	100
2019 Q2	$247K	Hold	4,364	–	–	0.1%	97
2019 Q1	$239K	Hold	4,364	–	–	0.1%	99
2018 Q4	$209K	Sell	4,364 -2,428	-36%	-$116K	0.11%	96
2018 Q3	$396K	Sell	6,792 -432	-6%	-$25.2K	0.18%	62
2018 Q2	$406K	Buy	7,224 +2,480	+52%	+$139K	0.2%	53
2018 Q1	$259K	Hold	4,744	–	–	0.16%	69
2017 Q4	$256K	Sell	4,744 -1,360	-22%	-$73.4K	0.16%	65
2017 Q3	$309K	Sell	6,104 -1,172	-16%	-$59.3K	0.2%	55
2017 Q2	$358K	Buy	7,276 +3,028	+71%	+$149K	0.24%	44
2017 Q1	$203K	Hold	4,248	–	–	0.14%	74
2016 Q4	$193K	Sell	4,248 -276	-6%	-$12.5K	0.14%	85
2016 Q3	$198K	Buy	4,524 +3,596	+388%	+$157K	0.17%	61
2016 Q2	$39K	Hold	928	–	–	0.03%	156
2016 Q1	$38K	Hold	928	–	–	0.03%	154
2015 Q4	$37K	Hold	928	–	–	0.03%	161
2015 Q3	$36K	Hold	928	–	–	0.03%	164
2015 Q2	$39K	Hold	928	–	–	0.03%	166
2015 Q1	$40K	Hold	928	–	–	0.03%	162
2014 Q4	$37K	Buy	+928	New	+$37K	0.03%	181