Holistic Planning’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Holistic Planning’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$373K	Sell
2025 Q2	$387K	Sell
2025 Q1	$360K	Sell
2024 Q4	$409K	Sell
2024 Q3	$445K	Sell
2024 Q2	$464K	Sell
2024 Q1	$485K	Sell
2023 Q4	$439K	Buy