Heartwood Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $965K | Hold |
|
|||||
|
2025
Q2 | $915K | Hold |
|
|||||
|
2025
Q1 | $838K | Sell |
|
|||||
|
2024
Q4 | $916K | Hold |
|
|||||
|
2024
Q3 | $926K | Hold |
|
|||||
|
2024
Q2 | $887K | Hold |
|
|||||
|
2024
Q1 | $919K | Sell |
|
|||||
|
2023
Q4 | $801K | Hold |
|
|||||
|
2023
Q3 | $730K | Hold |
|
|||||
|
2023
Q2 | $758K | Hold |
|
|||||
|
2023
Q1 | $723K | Hold |
|
|||||
|
2022
Q4 | $690K | Buy |
|