HHM 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
Q1 | – | Sell |
-62
| Closed | -$5.64K | – | 984 |
|
|
2024
Q4 | $5.64K | Hold |
62
| – | – | ﹤0.01% | 669 |
|
|
2024
Q3 | $5.7K | Sell |
62
-61
| -50% | -$5.61K | ﹤0.01% | 636 |
|
|
2024
Q2 | $10.8K | Hold |
123
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $11.2K | Sell |
123
-61
| -33% | -$5.57K | ﹤0.01% | 500 |
|
|
2023
Q4 | $14.6K | Hold |
184
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $13.3K | Hold |
184
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $13.8K | Hold |
184
| – | – | ﹤0.01% | 468 |
|
|
2023
Q1 | $13.2K | Hold |
184
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $12.6K | Sell |
184
-91
| -33% | -$6.22K | ﹤0.01% | 425 |
|
|
2022
Q3 | $17K | Sell |
275
-216
| -44% | -$13.4K | ﹤0.01% | 367 |
|
|
2022
Q2 | $31K | Buy |
491
+91
| +23% | +$5.75K | 0.01% | 347 |
|
|
2022
Q1 | $31K | Sell |
400
-216
| -35% | -$16.7K | 0.01% | 375 |
|
|
2021
Q4 | $53K | Hold |
616
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $49K | Hold |
616
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $50K | Hold |
616
| – | – | 0.01% | 298 |
|
|
2021
Q1 | $48K | Hold |
616
| – | – | 0.01% | 281 |
|
|
2020
Q4 | $44K | Hold |
616
| – | – | 0.02% | 274 |
|
|
2020
Q3 | $37K | Hold |
616
| – | – | 0.01% | 252 |
|
|
2020
Q2 | $34K | Hold |
616
| – | – | 0.01% | 261 |
|
|
2020
Q1 | $27K | Buy |
+616
| New | +$27K | 0.01% | 269 |
|