IWAG
Integer Wealth Advisors Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5.02M | Sell |
62,633
-9,253
| -13% | -$742K | 2.74% | 11 |
|
|
2020
Q4 | $5.37M | Buy |
71,886
+53,607
| +293% | +$4.01M | 3.54% | 7 |
|
|
2020
Q3 | $4.37M | Buy |
18,279
+1,043
| +6% | +$249K | 4.02% | 6 |
|
|
2020
Q2 | $3.86M | Buy |
17,236
+1,444
| +9% | +$323K | 3.95% | 7 |
|
|
2020
Q1 | $3.31M | Sell |
15,792
-619
| -4% | -$130K | 3.76% | 7 |
|
|
2019
Q4 | $3.97M | Buy |
+16,411
| New | +$3.97M | 3.93% | 8 |
|