IWA
IBEX Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-30,424
| Closed | -$2.46M | – | 446 |
|
|
2021
Q2 | $2.46M | Sell |
30,424
-237
| -0.8% | -$19.2K | 0.49% | 76 |
|
|
2021
Q1 | $2.4M | Buy |
+30,661
| New | +$2.4M | 0.59% | 68 |
|
|
2019
Q3 | – | Sell |
-11
| Closed | -$2K | – | 202 |
|
|
2019
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 365 |
|
|
2017
Q1 | – | Sell |
-35
| Closed | -$6K | – | 211 |
|
|
2016
Q4 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 354 |
|