Kathleen S. Wright Associates’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 | $79.8K | Hold |
|
|||||
|
2025
Q2 | $75.7K | Hold |
|
|||||
|
2025
Q1 | $69.3K | Hold |
|
|||||
|
2024
Q4 | $75.7K | Hold |
|
|||||
|
2024
Q3 | $76.5K | Hold |
|
|||||
|
2024
Q2 | $73.3K | Hold |
|
|||||
|
2024
Q1 | $75.9K | Hold |
|
|||||
|
2023
Q4 | $65.9K | Hold |
|
|||||
|
2023
Q3 | $60.1K | Hold |
|
|||||
|
2023
Q2 | $62.4K | Hold |
|
|||||
|
2023
Q1 | $59.5K | Hold |
|
|||||
|
2022
Q4 | $57K | Sell |
|
|||||
|
2022
Q3 | $103K | Buy |
|
|||||
|
2022
Q2 | $96K | Hold |
|
|||||
|
2022
Q1 | $117K | Buy |
|
|||||
|
2021
Q4 | $71K | Buy |
|