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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
3,032
| – | – | 0.03% | 450 |
|
|
2025
Q1 | $253K | Hold |
3,032
| – | – | 0.03% | 457 |
|
|
2024
Q4 | $276K | Hold |
3,032
| – | – | 0.03% | 416 |
|
|
2024
Q3 | $279K | Hold |
3,032
| – | – | 0.04% | 433 |
|
|
2024
Q2 | $267K | Sell |
3,032
-186
| -6% | -$16.4K | 0.04% | 411 |
|
|
2024
Q1 | $294K | Sell |
3,218
-315
| -9% | -$28.7K | 0.04% | 391 |
|
|
2023
Q4 | $280K | Hold |
3,533
| – | – | 0.05% | 381 |
|
|
2023
Q3 | $255K | Sell |
3,533
-60
| -2% | -$4.33K | 0.05% | 374 |
|
|
2023
Q2 | $269K | Buy |
3,593
+348
| +11% | +$26.1K | 0.05% | 375 |
|
|
2023
Q1 | $232K | Buy |
3,245
+141
| +5% | +$10.1K | 0.04% | 399 |
|
|
2022
Q4 | $212K | Sell |
3,104
-520
| -14% | -$35.5K | 0.04% | 409 |
|
|
2022
Q3 | $228K | Hold |
3,624
| – | – | 0.05% | 396 |
|
|
2022
Q2 | $231K | Hold |
3,624
| – | – | 0.05% | 459 |
|
|
2022
Q1 | $280K | Hold |
3,624
| – | – | 0.05% | 436 |
|
|
2021
Q4 | $309K | Hold |
3,624
| – | – | 0.05% | 371 |
|
|
2021
Q3 | $287K | Hold |
3,624
| – | – | 0.05% | 386 |
|
|
2021
Q2 | $293K | Hold |
3,624
| – | – | 0.05% | 381 |
|
|
2021
Q1 | $284K | Sell |
3,624
-180
| -5% | -$14.1K | 0.05% | 368 |
|
|
2020
Q4 | $275K | Hold |
3,804
| – | – | 0.05% | 362 |
|
|
2020
Q3 | $227K | Sell |
3,804
-268
| -7% | -$16K | 0.05% | 376 |
|
|
2020
Q2 | $228K | Buy |
+4,072
| New | +$228K | 0.06% | 373 |
|
|
2020
Q1 | – | Sell |
-4,152
| Closed | -$247K | – | 515 |
|
|
2019
Q4 | $247K | Buy |
4,152
+40
| +1% | +$2.38K | 0.06% | 381 |
|
|
2019
Q3 | $230K | Sell |
4,112
-20
| -0.5% | -$1.12K | 0.06% | 373 |
|
|
2019
Q2 | $234K | Sell |
4,132
-20
| -0.5% | -$1.13K | 0.05% | 404 |
|
|
2019
Q1 | $227K | Buy |
+4,152
| New | +$227K | 0.05% | 390 |
|
|
2018
Q1 | – | Sell |
-3,800
| Closed | -$205K | – | 320 |
|
|
2017
Q4 | $205K | Buy |
+3,800
| New | +$205K | 0.05% | 357 |
|