High Net Worth Advisory Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
2,700
| – | – | 0.07% | 198 |
|
|
2025
Q1 | $225K | Hold |
2,700
| – | – | 0.06% | 199 |
|
|
2024
Q4 | $246K | Sell |
2,700
-380
| -12% | -$34.6K | 0.07% | 190 |
|
|
2024
Q3 | $283K | Hold |
3,080
| – | – | 0.08% | 176 |
|
|
2024
Q2 | $271K | Hold |
3,080
| – | – | 0.08% | 172 |
|
|
2024
Q1 | $281K | Hold |
3,080
| – | – | 0.09% | 167 |
|
|
2023
Q4 | $244K | Hold |
3,080
| – | – | 0.09% | 169 |
|
|
2023
Q3 | $222K | Hold |
3,080
| – | – | 0.09% | 176 |
|
|
2023
Q2 | $231K | Buy |
+3,080
| New | +$231K | 0.09% | 170 |
|