JF
JSF Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,362
| Closed | -$425K | – | 112 |
|
|
2023
Q4 | $425K | Sell |
5,362
-1,112
| -17% | -$88.1K | 0.15% | 73 |
|
|
2023
Q3 | $468K | Sell |
6,474
-173,003
| -96% | -$12.5M | 0.18% | 66 |
|
|
2023
Q2 | $13.5M | Buy |
179,477
+3,667
| +2% | +$275K | 4.76% | 5 |
|
|
2023
Q1 | $12.6M | Buy |
175,810
+5,587
| +3% | +$400K | 4.7% | 3 |
|
|
2022
Q4 | $11.6M | Buy |
170,223
+5,871
| +4% | +$401K | 4.35% | 5 |
|
|
2022
Q3 | $10.4M | Buy |
164,352
+5,367
| +3% | +$338K | 3.93% | 6 |
|
|
2022
Q2 | $10.1M | Buy |
158,985
+22,603
| +17% | +$1.44M | 4.59% | 3 |
|
|
2022
Q1 | $10.5M | Buy |
+136,382
| New | +$10.5M | 4.48% | 5 |
|