Holt Capital Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $340K | Hold |
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|
2024
Q3 | $344K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $341K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $270K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $355K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $337K | Hold |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $270K | Hold |
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|
2019
Q4 | $361K | Hold |
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|
2019
Q3 | $339K | Hold |
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|
2019
Q2 | $343K | Hold |
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|
2019
Q1 | $332K | Sell |
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|
2018
Q4 | $335K | Sell |
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|
2018
Q3 | $409K | Buy |
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|
2018
Q2 | $366K | Hold |
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|
2018
Q1 | $356K | Hold |
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|
2017
Q4 | $352K | Sell |
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|
2017
Q3 | $334K | Hold |
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|
2017
Q2 | $324K | Hold |
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|
2017
Q1 | $315K | Hold |
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|
2016
Q4 | $301K | Hold |
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|
2016
Q3 | $288K | Sell |
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|
2016
Q2 | $347K | Buy |
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|
2016
Q1 | $268K | Hold |
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|
2015
Q4 | $266K | Hold |
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|
2015
Q3 | $259K | Hold |
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|
2015
Q2 | $280K | Hold |
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|
2015
Q1 | $283K | Hold |
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|
2014
Q4 | $263K | Hold |
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|
2014
Q3 | $250K | Hold |
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|
2014
Q2 | $259K | Hold |
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|
2014
Q1 | $252K | Hold |
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|
2013
Q4 | $248K | Buy |
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