Independent Advisor Alliance’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
Q1 | – | Sell |
-12,567
| Closed | -$1.14M | – | 1081 |
|
|
2024
Q4 | $1.14M | Buy |
+12,567
| New | +$1.14M | 0.02% | 693 |
|
|
2024
Q3 | – | Sell |
-8,656
| Closed | -$763K | – | 732 |
|
|
2024
Q2 | $763K | Sell |
8,656
-394
| -4% | -$34.7K | 0.03% | 378 |
|
|
2024
Q1 | $826K | Sell |
9,050
-4,867
| -35% | -$444K | 0.03% | 354 |
|
|
2023
Q4 | $1.1M | Sell |
13,917
-33
| -0.2% | -$2.61K | 0.04% | 291 |
|
|
2023
Q3 | $1.01M | Buy |
13,950
+342
| +3% | +$24.7K | 0.05% | 291 |
|
|
2023
Q2 | $1.02M | Buy |
13,608
+3,498
| +35% | +$262K | 0.05% | 299 |
|
|
2023
Q1 | $723K | Buy |
10,110
+3,330
| +49% | +$238K | 0.03% | 344 |
|
|
2022
Q4 | $463K | Buy |
6,780
+165
| +2% | +$11.3K | 0.16% | 82 |
|
|
2022
Q3 | $417K | Buy |
+6,615
| New | +$417K | 0.02% | 414 |
|
|
2021
Q1 | – | Sell |
-3,552
| Closed | -$257K | – | 602 |
|
|
2020
Q4 | $257K | Sell |
3,552
-10,656
| -75% | -$771K | 0.02% | 461 |
|
|
2020
Q3 | $219K | Buy |
+14,208
| New | +$219K | 0.02% | 439 |
|
|
2020
Q1 | – | Sell |
-27,768
| Closed | -$1.65M | – | 605 |
|
|
2019
Q4 | $1.65M | Buy |
+27,768
| New | +$1.65M | 0.07% | 267 |
|