IFP Advisors’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 | $562K | Sell |
6,172
-93,475
| -94% | -$8.5M | 0.02% | 783 |
|
|
2025
Q1 | $8.3M | Buy |
99,647
+823
| +0.8% | +$68.5K | 0.26% | 84 |
|
|
2024
Q4 | $8.99M | Buy |
98,824
+3,366
| +4% | +$306K | 0.29% | 64 |
|
|
2024
Q3 | $8.78M | Buy |
95,458
+2,933
| +3% | +$270K | 0.32% | 67 |
|
|
2024
Q2 | $8.15M | Buy |
92,525
+86,644
| +1,473% | +$7.63M | 0.32% | 63 |
|
|
2024
Q1 | $537K | Sell |
5,881
-60
| -1% | -$5.48K | 0.02% | 583 |
|
|
2023
Q4 | $471K | Buy |
5,941
+1,088
| +22% | +$86.2K | 0.02% | 598 |
|
|
2023
Q3 | $351K | Sell |
4,853
-2,911
| -37% | -$210K | 0.02% | 718 |
|
|
2023
Q2 | $582K | Sell |
7,764
-2,637
| -25% | -$198K | 0.02% | 601 |
|
|
2023
Q1 | $1.14M | Sell |
10,401
-1,489
| -13% | -$163K | 0.05% | 347 |
|
|
2022
Q4 | $1.31M | Sell |
11,890
-2,704
| -19% | -$297K | 0.03% | 519 |
|
|
2022
Q3 | $1.61M | Buy |
14,594
+172
| +1% | +$18.9K | 0.04% | 476 |
|
|
2022
Q2 | $1.59M | Hold |
14,422
| – | – | 0.05% | 422 |
|
|
2022
Q1 | $1.59M | Buy |
14,422
+6,542
| +83% | +$719K | 0.05% | 422 |
|
|
2021
Q4 | $673K | Sell |
7,880
-3
| -0% | -$256 | 0.01% | 490 |
|
|
2021
Q3 | $625K | Buy |
7,883
+154
| +2% | +$12.2K | 0.01% | 503 |
|
|
2021
Q2 | $626K | Sell |
7,729
-1,820
| -19% | -$147K | 0.01% | 487 |
|
|
2021
Q1 | $750K | Sell |
9,549
-40,881
| -81% | -$3.21M | 0.01% | 413 |
|
|
2020
Q4 | $3.64M | Sell |
50,430
-1,682
| -3% | -$121K | 0.15% | 114 |
|
|
2020
Q3 | $3.12M | Buy |
52,112
+38,584
| +285% | +$2.31M | 0.19% | 110 |
|
|
2020
Q2 | $745K | Sell |
13,528
-720
| -5% | -$39.7K | 0.06% | 332 |
|
|
2020
Q1 | $641K | Sell |
14,248
-2,584
| -15% | -$116K | 0.06% | 296 |
|
|
2019
Q4 | $999K | Buy |
16,832
+1,172
| +7% | +$69.6K | 0.08% | 279 |
|
|
2019
Q3 | $870K | Buy |
+15,660
| New | +$870K | 0.06% | 337 |
|
|
2019
Q1 | $175K | Sell |
3,180
-19,380
| -86% | -$1.07M | 0.02% | 507 |
|
|
2018
Q4 | $1.07M | Sell |
22,560
-82,016
| -78% | -$3.88M | 0.07% | 340 |
|
|
2018
Q3 | $6.09M | Sell |
104,576
-23,972
| -19% | -$1.4M | 0.25% | 87 |
|
|
2018
Q2 | $7.22M | Buy |
128,548
+48,524
| +61% | +$2.73M | 0.3% | 71 |
|
|
2018
Q1 | $4.32M | Hold |
80,024
| – | – | 0.2% | 114 |
|
|
2017
Q4 | $4.32M | Sell |
80,024
-1,812
| -2% | -$97.8K | 0.2% | 114 |
|
|
2017
Q3 | $4.14M | Buy |
81,836
+10,656
| +15% | +$539K | 0.16% | 131 |
|
|
2017
Q2 | $3.5M | Buy |
71,180
+2,900
| +4% | +$143K | 0.15% | 153 |
|
|
2017
Q1 | $3.26M | Buy |
68,280
+4,252
| +7% | +$203K | 0.14% | 160 |
|
|
2016
Q4 | $2.92M | Buy |
64,028
+13,288
| +26% | +$605K | 0.14% | 162 |
|
|
2016
Q3 | $2.22M | Buy |
50,740
+1,152
| +2% | +$50.3K | 0.12% | 195 |
|
|
2016
Q2 | $2.1M | Buy |
49,588
+46,408
| +1,459% | +$1.96M | 0.12% | 197 |
|
|
2016
Q1 | $175K | Sell |
3,180
-112,744
| -97% | -$6.2M | 0.02% | 507 |
|
|
2015
Q4 | $4.67M | Buy |
+115,924
| New | +$4.67M | 0.31% | 72 |
|