JFS Wealth Advisors’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
Q2
$8.37M Sell
2025
Q1
$7.79M Sell
2024
Q4
$8.52M Buy
2024
Q3
$8.44M Buy
2024
Q2
$7.92M Buy
2024
Q1
$8.11M Buy
2023
Q4
$5.78M Buy
2023
Q3
$4.42M Buy
2023
Q2
$4.41M Buy
2023
Q1
$3.89M Buy
2022
Q4
$3.65M Sell
2022
Q3
$3.58M Buy
2022
Q2
$3.6M Sell
2022
Q1
$4.37M Sell
2021
Q4
$5.07M Buy
2021
Q3
$4.7M Buy
2021
Q2
$1K Buy
2016
Q2
Sell
2016
Q1
$8K Hold
2015
Q4
$8K Buy