Holistic Planning’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 | $387K | Sell |
4,252
-71
| -2% | -$6.46K | 0.11% | 146 |
|
|
2025
Q1 | $360K | Sell |
4,323
-170
| -4% | -$14.2K | 0.12% | 122 |
|
|
2024
Q4 | $409K | Sell |
4,493
-350
| -7% | -$31.8K | 0.15% | 109 |
|
|
2024
Q3 | $445K | Sell |
4,843
-243
| -5% | -$22.3K | 0.19% | 90 |
|
|
2024
Q2 | $464K | Sell |
5,086
-228
| -4% | -$20.8K | 0.36% | 67 |
|
|
2024
Q1 | $485K | Sell |
5,314
-226
| -4% | -$20.6K | 0.37% | 67 |
|
|
2023
Q4 | $439K | Buy |
+5,540
| New | +$439K | 0.37% | 66 |
|