Hazlett, Burt & Watson’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 | $504K | Sell |
5,544
-801
| -13% | -$72.8K | 0.21% | 108 |
|
|
2025
Q1 | $530K | Buy |
6,345
+1,601
| +34% | +$134K | 0.24% | 97 |
|
|
2024
Q4 | $431K | Buy |
4,744
+179
| +4% | +$16.3K | 0.19% | 114 |
|
|
2024
Q3 | $420K | Buy |
4,565
+82
| +2% | +$7.54K | 0.19% | 119 |
|
|
2024
Q2 | $395K | Sell |
4,483
-139
| -3% | -$12.2K | 0.2% | 106 |
|
|
2024
Q1 | $422K | Buy |
4,622
+325
| +8% | +$29.7K | 0.25% | 78 |
|
|
2023
Q4 | $342K | Buy |
4,297
+431
| +11% | +$34.3K | 0.23% | 93 |
|
|
2023
Q3 | $278K | Buy |
3,866
+547
| +16% | +$39.3K | 0.21% | 107 |
|
|
2023
Q2 | $250K | Buy |
3,319
+102
| +3% | +$7.68K | 0.19% | 118 |
|
|
2023
Q1 | $231K | Sell |
3,217
-4
| -0.1% | -$287 | 0.19% | 113 |
|
|
2022
Q4 | $220K | Sell |
3,221
-239
| -7% | -$16.3K | 0.19% | 111 |
|
|
2022
Q3 | $218K | Buy |
3,460
+1
| +0% | +$63 | 0.21% | 104 |
|
|
2022
Q2 | $220K | Buy |
3,459
+5
| +0.1% | +$318 | 0.2% | 109 |
|
|
2022
Q1 | $268K | Buy |
+3,454
| New | +$268K | 0.21% | 101 |
|