IHT 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 | $1.23M | Sell |
13,545
-939
| -6% | -$85.4K | 0.03% | 441 |
|
|
2025
Q1 | $1.21M | Sell |
14,484
-124
| -0.8% | -$10.3K | 0.04% | 423 |
|
|
2024
Q4 | $1.33M | Sell |
14,608
-2,624
| -15% | -$239K | 0.04% | 361 |
|
|
2024
Q3 | $1.58M | Buy |
17,232
+3,812
| +28% | +$350K | 0.04% | 378 |
|
|
2024
Q2 | $1.18M | Sell |
13,420
-107
| -0.8% | -$9.43K | 0.04% | 380 |
|
|
2024
Q1 | $1.23M | Sell |
13,527
-861
| -6% | -$78.6K | 0.05% | 363 |
|
|
2023
Q4 | $1.14M | Sell |
14,388
-2,614
| -15% | -$207K | 0.05% | 353 |
|
|
2023
Q3 | $1.23M | Buy |
17,002
+4
| +0% | +$289 | 0.06% | 301 |
|
|
2023
Q2 | $1.27M | Buy |
16,998
+3,802
| +29% | +$285K | 0.07% | 279 |
|
|
2023
Q1 | $944K | Sell |
13,196
-148
| -1% | -$10.6K | 0.05% | 322 |
|
|
2022
Q4 | $911K | Sell |
13,344
-102
| -0.8% | -$6.97K | 0.06% | 321 |
|
|
2022
Q3 | $847K | Buy |
13,446
+2,716
| +25% | +$171K | 0.06% | 313 |
|
|
2022
Q2 | $684K | Sell |
10,730
-1
| -0% | -$64 | 0.06% | 303 |
|
|
2022
Q1 | $829K | Sell |
10,731
-65
| -0.6% | -$5.02K | 0.06% | 292 |
|
|
2021
Q4 | $920K | Sell |
10,796
-299
| -3% | -$25.5K | 0.07% | 283 |
|
|
2021
Q3 | $879K | Sell |
11,095
-733
| -6% | -$58.1K | 0.07% | 272 |
|
|
2021
Q2 | $957K | Buy |
11,828
+1
| +0% | +$81 | 0.06% | 331 |
|
|
2021
Q1 | $927K | Sell |
11,827
-188
| -2% | -$14.7K | 0.07% | 283 |
|
|
2020
Q4 | $868K | Sell |
12,015
-49
| -0.4% | -$3.54K | 0.07% | 265 |
|
|
2020
Q3 | $721K | Buy |
12,064
+956
| +9% | +$57.1K | 0.07% | 259 |
|
|
2020
Q2 | $622K | Sell |
11,108
-2,368
| -18% | -$133K | 0.09% | 246 |
|
|
2020
Q1 | $601K | Buy |
13,476
+1,268
| +10% | +$56.6K | 0.09% | 246 |
|
|
2019
Q4 | $727K | Sell |
12,208
-1,408
| -10% | -$83.8K | 0.09% | 263 |
|
|
2019
Q3 | $762K | Buy |
13,616
+580
| +4% | +$32.5K | 0.1% | 232 |
|
|
2019
Q2 | $737K | Buy |
13,036
+1,068
| +9% | +$60.4K | 0.11% | 221 |
|
|
2019
Q1 | $656K | Buy |
11,968
+304
| +3% | +$16.7K | 0.11% | 217 |
|
|
2018
Q4 | $558K | Buy |
11,664
+1,136
| +11% | +$54.3K | 0.11% | 218 |
|
|
2018
Q3 | $613K | Buy |
10,528
+24
| +0.2% | +$1.4K | 0.13% | 193 |
|
|
2018
Q2 | $590K | Sell |
10,504
-572
| -5% | -$32.1K | 0.15% | 178 |
|
|
2018
Q1 | $590K | Buy |
11,076
+520
| +5% | +$27.7K | 0.16% | 163 |
|
|
2017
Q4 | $586K | Buy |
10,556
+5,356
| +103% | +$297K | 0.16% | 162 |
|
|
2017
Q3 | $267K | Sell |
5,200
-2,740
| -35% | -$141K | 0.11% | 202 |
|
|
2017
Q2 | $1 | Buy |
7,940
+5,768
| +266% | +$1 | ﹤0.01% | 1318 |
|
|
2017
Q1 | $71K | Buy |
2,172
+2,156
| +13,475% | +$70.5K | 0.05% | 344 |
|
|
2016
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1122 |
|