HB Wealth Management’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 | $5.85M | Sell |
64,257
-2,260
| -3% | -$206K | 0.05% | 198 |
|
|
2025
Q1 | $5.54M | Buy |
66,517
+6,985
| +12% | +$582K | 0.05% | 209 |
|
|
2024
Q4 | $5.41M | Hold |
59,532
| – | – | 0.06% | 156 |
|
|
2024
Q3 | $5.47M | Hold |
59,532
| – | – | 0.06% | 146 |
|
|
2024
Q2 | $5.25M | Buy |
59,532
+1,830
| +3% | +$161K | 0.06% | 145 |
|
|
2024
Q1 | $5.27M | Buy |
57,702
+2,941
| +5% | +$268K | 0.07% | 144 |
|
|
2023
Q4 | $4.34M | Hold |
54,761
| – | – | 0.06% | 151 |
|
|
2023
Q3 | $3.96M | Sell |
54,761
-2,544
| -4% | -$184K | 0.06% | 146 |
|
|
2023
Q2 | $4.3M | Sell |
57,305
-187
| -0.3% | -$14K | 0.07% | 137 |
|
|
2023
Q1 | $4.11M | Sell |
57,492
-365
| -0.6% | -$26.1K | 0.07% | 139 |
|
|
2022
Q4 | $3.95M | Sell |
57,857
-948
| -2% | -$64.7K | 0.07% | 136 |
|
|
2022
Q3 | $3.71M | Sell |
58,805
-392
| -0.7% | -$24.7K | 0.08% | 121 |
|
|
2022
Q2 | $3.77M | Sell |
59,197
-1,393
| -2% | -$88.8K | 0.08% | 124 |
|
|
2022
Q1 | $4.68M | Buy |
60,590
+27,132
| +81% | +$2.1M | 0.09% | 114 |
|
|
2021
Q4 | $2.85M | Buy |
+33,458
| New | +$2.85M | 0.06% | 131 |
|