KCM Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
3,550
| – | – | 0.01% | 311 |
|
|
2025
Q1 | $296K | Buy |
3,550
+290
| +9% | +$24.2K | 0.01% | 304 |
|
|
2024
Q4 | $296K | Hold |
3,260
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $300K | Buy |
3,260
+440
| +16% | +$40.4K | 0.01% | 323 |
|
|
2024
Q2 | $248K | Hold |
2,820
| – | – | 0.01% | 337 |
|
|
2024
Q1 | $257K | Hold |
2,820
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $223K | Hold |
2,820
| – | – | 0.01% | 348 |
|
|
2023
Q3 | $204K | Hold |
2,820
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $212K | Hold |
2,820
| – | – | 0.01% | 370 |
|
|
2023
Q1 | $202K | Buy |
+2,820
| New | +$202K | 0.01% | 394 |
|
|
2022
Q2 | – | Sell |
-3,656
| Closed | -$282K | – | 402 |
|
|
2022
Q1 | $282K | Hold |
3,656
| – | – | 0.01% | 358 |
|
|
2021
Q4 | $312K | Sell |
3,656
-120
| -3% | -$10.2K | 0.01% | 342 |
|
|
2021
Q3 | $299K | Hold |
3,776
| – | – | 0.01% | 332 |
|
|
2021
Q2 | $306K | Buy |
3,776
+120
| +3% | +$9.73K | 0.01% | 324 |
|
|
2021
Q1 | $287K | Hold |
3,656
| – | – | 0.01% | 313 |
|
|
2020
Q4 | $264K | Hold |
3,656
| – | – | 0.01% | 306 |
|
|
2020
Q3 | $219K | Hold |
3,656
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $205K | Buy |
+3,656
| New | +$205K | 0.01% | 325 |
|
|
2020
Q1 | – | Sell |
-3,656
| Closed | -$218K | – | 321 |
|
|
2019
Q4 | $218K | Hold |
3,656
| – | – | 0.01% | 327 |
|
|
2019
Q3 | $205K | Hold |
3,656
| – | – | 0.01% | 318 |
|
|
2019
Q2 | $207K | Hold |
3,656
| – | – | 0.01% | 318 |
|
|
2019
Q1 | $200K | Buy |
+3,656
| New | +$200K | 0.01% | 312 |
|
|
2018
Q4 | – | Sell |
-4,492
| Closed | -$262K | – | 491 |
|
|
2018
Q3 | $262K | Buy |
4,492
+752
| +20% | +$43.9K | 0.02% | 455 |
|
|
2018
Q2 | $210K | Buy |
+3,740
| New | +$210K | 0.01% | 502 |
|