Institute for Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $288K | Sell |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $247K | Buy |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $234K | Sell |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $205K | Buy |
|