Hubbell Strickland Wealth Management’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 | $759K | Sell |
8,340
-247
| -3% | -$22.5K | 0.33% | 36 |
|
|
2025
Q1 | $715K | Buy |
8,587
+6
| +0.1% | +$500 | 0.34% | 33 |
|
|
2024
Q4 | $780K | Buy |
8,581
+11
| +0.1% | +$1K | 0.37% | 31 |
|
|
2024
Q3 | $788K | Buy |
8,570
+11
| +0.1% | +$1.01K | 0.37% | 29 |
|
|
2024
Q2 | $754K | Sell |
8,559
-38
| -0.4% | -$3.35K | 0.38% | 30 |
|
|
2024
Q1 | $780K | Sell |
8,597
-83
| -1% | -$7.53K | 0.39% | 29 |
|
|
2023
Q4 | $688K | Buy |
8,680
+32
| +0.4% | +$2.54K | 0.38% | 29 |
|
|
2023
Q3 | $625K | Hold |
8,648
| – | – | 0.37% | 29 |
|
|
2023
Q2 | $649K | Buy |
8,648
+11
| +0.1% | +$825 | 0.38% | 30 |
|
|
2023
Q1 | $618K | Sell |
8,637
-65
| -0.7% | -$4.65K | 0.37% | 31 |
|
|
2022
Q4 | $594K | Buy |
8,702
+12
| +0.1% | +$820 | 0.36% | 34 |
|
|
2022
Q3 | $548K | Sell |
8,690
-110
| -1% | -$6.94K | 0.38% | 30 |
|
|
2022
Q2 | $561K | Buy |
8,800
+10
| +0.1% | +$638 | 0.37% | 32 |
|
|
2022
Q1 | $679K | Buy |
8,790
+9
| +0.1% | +$695 | 0.4% | 30 |
|
|
2021
Q4 | $749K | Buy |
8,781
+10
| +0.1% | +$853 | 0.41% | 32 |
|
|
2021
Q3 | $695K | Sell |
8,771
-2,440
| -22% | -$193K | 0.42% | 34 |
|
|
2021
Q2 | $907K | Buy |
11,211
+4
| +0% | +$324 | 0.55% | 27 |
|
|
2021
Q1 | $878K | Buy |
11,207
+71
| +0.6% | +$5.56K | 0.56% | 26 |
|
|
2020
Q4 | $804K | Buy |
11,136
+584
| +6% | +$42.2K | 0.55% | 27 |
|
|
2020
Q3 | $631K | Buy |
10,552
+8
| +0.1% | +$478 | 0.49% | 31 |
|
|
2020
Q2 | $591K | Buy |
10,544
+4
| +0% | +$224 | 0.5% | 30 |
|
|
2020
Q1 | $470K | Buy |
10,540
+428
| +4% | +$19.1K | 0.48% | 32 |
|
|
2019
Q4 | $602K | Buy |
10,112
+212
| +2% | +$12.6K | 0.49% | 31 |
|
|
2019
Q3 | $554K | Buy |
+9,900
| New | +$554K | 0.48% | 30 |
|