Heartwood 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 | $915K | Hold |
10,059
| – | – | 0.1% | 85 |
|
|
2025
Q1 | $838K | Sell |
10,059
-10
| -0.1% | -$833 | 0.1% | 81 |
|
|
2024
Q4 | $916K | Hold |
10,069
| – | – | 0.1% | 72 |
|
|
2024
Q3 | $926K | Hold |
10,069
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $887K | Hold |
10,069
| – | – | 0.11% | 71 |
|
|
2024
Q1 | $919K | Sell |
10,069
-37
| -0.4% | -$3.38K | 0.11% | 64 |
|
|
2023
Q4 | $801K | Hold |
10,106
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $730K | Hold |
10,106
| – | – | 0.11% | 64 |
|
|
2023
Q2 | $758K | Hold |
10,106
| – | – | 0.11% | 65 |
|
|
2023
Q1 | $723K | Hold |
10,106
| – | – | 0.11% | 65 |
|
|
2022
Q4 | $690K | Buy |
+10,106
| New | +$690K | 0.11% | 63 |
|