HCR Wealth Advisors’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 | $356K | Sell |
3,913
-78
| -2% | -$7.1K | 0.04% | 170 |
|
|
2025
Q1 | $332K | Hold |
3,991
| – | – | 0.04% | 171 |
|
|
2024
Q4 | $363K | Hold |
3,991
| – | – | 0.05% | 168 |
|
|
2024
Q3 | $367K | Hold |
3,991
| – | – | 0.05% | 167 |
|
|
2024
Q2 | $352K | Hold |
3,991
| – | – | 0.05% | 161 |
|
|
2024
Q1 | $364K | Hold |
3,991
| – | – | 0.06% | 154 |
|
|
2023
Q4 | $316K | Buy |
+3,991
| New | +$316K | 0.05% | 153 |
|