Guardian Wealth Advisors (North Carolina)’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 | $25.6K | Hold |
281
| – | – | ﹤0.01% | 441 |
|
|
2025
Q1 | $23.4K | Sell |
281
-41
| -13% | -$3.42K | ﹤0.01% | 424 |
|
|
2024
Q4 | $29.3K | Buy |
322
+46
| +17% | +$4.18K | ﹤0.01% | 394 |
|
|
2024
Q3 | $25.4K | Hold |
276
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $24.3K | Hold |
276
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $25.2K | Hold |
276
| – | – | ﹤0.01% | 353 |
|
|
2023
Q4 | $21.9K | Buy |
+276
| New | +$21.9K | ﹤0.01% | 349 |
|