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 |
|