GW & Wade’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
2023
Q4
$4.96M Buy
62,658
+691
+1% +$54.7K 0.16% 105
2023
Q3
$4.48M Buy
61,967
+1,189
+2% +$85.9K 0.17% 103
2023
Q2
$4.56M Buy
60,778
+1,598
+3% +$120K 0.17% 101
2023
Q1
$4.23M Buy
59,180
+3,408
+6% +$244K 0.16% 105
2022
Q4
$3.81M Buy
55,772
+23,056
+70% +$1.57M 0.16% 108
2022
Q3
$2.06M Buy
32,716
+3,088
+10% +$195K 0.1% 132
2022
Q2
$1.89M Buy
29,628
+23
+0.1% +$1.47K 0.09% 147
2022
Q1
$2.29M Buy
29,605
+646
+2% +$49.9K 0.1% 122
2021
Q4
$2.47M Sell
28,959
-14,097
-33% -$1.2M 0.11% 117
2021
Q3
$3.41M Sell
43,056
-558
-1% -$44.2K 0.16% 98
2021
Q2
$3.53M Sell
43,614
-459
-1% -$37.2K 0.17% 98
2021
Q1
$3.45M Buy
44,073
+23,773
+117% +$1.86M 0.18% 89
2020
Q4
$1.47M Buy
+20,300
New +$1.47M 0.09% 115