Inspirion Wealth 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 | $27.4M | Buy |
300,872
+310
| +0.1% | +$28.2K | 3.62% | 10 |
|
|
2025
Q1 | $25M | Buy |
300,562
+35,395
| +13% | +$2.95M | 3.48% | 10 |
|
|
2024
Q4 | $24.3M | Buy |
265,167
+20,993
| +9% | +$1.92M | 3.39% | 11 |
|
|
2024
Q3 | $22.4M | Buy |
244,174
+15,484
| +7% | +$1.42M | 3.14% | 11 |
|
|
2024
Q2 | $20.1M | Buy |
228,690
+11,732
| +5% | +$1.03M | 3.08% | 12 |
|
|
2024
Q1 | $19.8M | Buy |
216,958
+4,056
| +2% | +$370K | 3.27% | 12 |
|
|
2023
Q4 | $16.7M | Buy |
212,902
+6,751
| +3% | +$531K | 3.02% | 13 |
|
|
2023
Q3 | $14.9M | Buy |
206,151
+7,483
| +4% | +$541K | 2.9% | 13 |
|
|
2023
Q2 | $14.9M | Buy |
198,668
+5,877
| +3% | +$441K | 2.85% | 13 |
|
|
2023
Q1 | $13.8M | Buy |
192,791
+18,074
| +10% | +$1.29M | 2.77% | 12 |
|
|
2022
Q4 | $11.9M | Buy |
174,717
+33,591
| +24% | +$2.29M | 2.53% | 12 |
|
|
2022
Q3 | $8.89M | Buy |
141,126
+8,324
| +6% | +$525K | 2.01% | 15 |
|
|
2022
Q2 | $8.46M | Buy |
132,802
+28,443
| +27% | +$1.81M | 1.86% | 15 |
|
|
2022
Q1 | $8.06M | Buy |
104,359
+17,898
| +21% | +$1.38M | 1.65% | 16 |
|
|
2021
Q4 | $7.37M | Buy |
86,461
+706
| +0.8% | +$60.2K | 1.55% | 15 |
|
|
2021
Q3 | $6.79M | Buy |
85,755
+1,068
| +1% | +$84.6K | 1.56% | 15 |
|
|
2021
Q2 | $6.85M | Buy |
84,687
+1,719
| +2% | +$139K | 1.69% | 14 |
|
|
2021
Q1 | $6.5M | Sell |
82,968
-2,082
| -2% | -$163K | 1.72% | 13 |
|
|
2020
Q4 | $6.14M | Buy |
85,050
+1,230
| +1% | +$88.8K | 1.73% | 13 |
|
|
2020
Q3 | $5.01M | Buy |
83,820
+15,740
| +23% | +$941K | 1.72% | 12 |
|
|
2020
Q2 | $3.81M | Buy |
68,080
+944
| +1% | +$52.9K | 1.5% | 13 |
|
|
2020
Q1 | $3M | Buy |
67,136
+11,724
| +21% | +$523K | 1.48% | 15 |
|
|
2019
Q4 | $3.3M | Hold |
55,412
| – | – | 1.11% | 19 |
|
|
2019
Q3 | $3.1M | Sell |
55,412
-1,028
| -2% | -$57.5K | 1.36% | 17 |
|
|
2019
Q2 | $3.19M | Buy |
56,440
+24
| +0% | +$1.36K | 1.38% | 15 |
|
|
2019
Q1 | $3.09M | Sell |
56,416
-52
| -0.1% | -$2.85K | 1.37% | 15 |
|
|
2018
Q4 | $2.7M | Sell |
56,468
-10,508
| -16% | -$502K | 1.35% | 15 |
|
|
2018
Q3 | $3.9M | Hold |
66,976
| – | – | 1.65% | 12 |
|
|
2018
Q2 | $3.76M | Buy |
66,976
+4,056
| +6% | +$228K | 1.77% | 11 |
|
|
2018
Q1 | $3.43M | Buy |
62,920
+4,000
| +7% | +$218K | 1.68% | 11 |
|
|
2017
Q4 | $3.18M | Sell |
58,920
-60
| -0.1% | -$3.24K | 1.54% | 11 |
|
|
2017
Q3 | $2.98M | Buy |
58,980
+2,604
| +5% | +$132K | 1.51% | 12 |
|
|
2017
Q2 | $2.77M | Buy |
56,376
+760
| +1% | +$37.4K | 1.5% | 11 |
|
|
2017
Q1 | $2.65M | Buy |
55,616
+400
| +0.7% | +$19.1K | 1.5% | 12 |
|
|
2016
Q4 | $2.52M | Buy |
55,216
+4,020
| +8% | +$183K | 1.6% | 13 |
|
|
2016
Q3 | $2.24M | Buy |
51,196
+1,200
| +2% | +$52.4K | 1.45% | 15 |
|
|
2016
Q2 | $2.11M | Buy |
49,996
+4,300
| +9% | +$182K | 1.38% | 15 |
|
|
2016
Q1 | $1.86M | Buy |
45,696
+400
| +0.9% | +$16.3K | 1.3% | 17 |
|
|
2015
Q4 | $1.82M | Buy |
45,296
+860
| +2% | +$34.6K | 1.34% | 16 |
|
|
2015
Q3 | $1.75M | Sell |
44,436
-700
| -2% | -$27.5K | 1.38% | 15 |
|
|
2015
Q2 | $1.91M | Sell |
45,136
-400
| -0.9% | -$17K | 1.41% | 17 |
|
|
2015
Q1 | $1.95M | Sell |
45,536
-936
| -2% | -$40.1K | 1.57% | 15 |
|
|
2014
Q4 | $1.86M | Buy |
+46,472
| New | +$1.86M | 1.72% | 15 |
|