GYL Financial Synergies’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
2024
Q3
Sell
-4,124
Closed -$363K 366
2024
Q2
$363K Hold
4,124
0.03% 275
2024
Q1
$376K Hold
4,124
0.03% 273
2023
Q4
$327K Hold
4,124
0.03% 282
2023
Q3
$298K Hold
4,124
0.03% 274
2023
Q2
$309K Hold
4,124
0.03% 279
2023
Q1
$295K Sell
4,124
-6,497
-61% -$465K 0.04% 237
2022
Q4
$725K Buy
10,621
+6,497
+158% +$444K 0.16% 95
2022
Q3
$260K Hold
4,124
0.07% 164
2022
Q2
$263K Buy
+4,124
New +$263K 0.07% 160
2020
Q1
Sell
-13,900
Closed -$827K 164
2019
Q4
$827K Buy
13,900
+24
+0.2% +$1.43K 0.37% 50
2019
Q3
$777K Sell
13,876
-96
-0.7% -$5.38K 0.39% 51
2019
Q2
$790K Buy
13,972
+8,016
+135% +$453K 0.42% 49
2019
Q1
$326K Hold
5,956
0.18% 101
2018
Q4
$285K Buy
+5,956
New +$285K 0.21% 98