KSWA
Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.7K | Hold |
832
| – | – | 0.03% | 133 |
|
|
2025
Q1 | $69.3K | Hold |
832
| – | – | 0.03% | 136 |
|
|
2024
Q4 | $75.7K | Hold |
832
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $76.5K | Hold |
832
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $73.3K | Hold |
832
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $75.9K | Hold |
832
| – | – | 0.04% | 126 |
|
|
2023
Q4 | $65.9K | Hold |
832
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $60.1K | Hold |
832
| – | – | 0.03% | 117 |
|
|
2023
Q2 | $62.4K | Hold |
832
| – | – | 0.04% | 102 |
|
|
2023
Q1 | $59.5K | Hold |
832
| – | – | 0.04% | 105 |
|
|
2022
Q4 | $57K | Sell |
832
-800
| -49% | -$54.8K | 0.04% | 113 |
|
|
2022
Q3 | $103K | Buy |
1,632
+120
| +8% | +$7.57K | 0.08% | 97 |
|
|
2022
Q2 | $96K | Hold |
1,512
| – | – | 0.08% | 92 |
|
|
2022
Q1 | $117K | Buy |
1,512
+680
| +82% | +$52.6K | 0.09% | 92 |
|
|
2021
Q4 | $71K | Buy |
+832
| New | +$71K | 0.05% | 94 |
|