Kelleher Financial 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
Q3 | $59.5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $309K | Buy |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $354K | Hold |
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|
2018
Q2 | $341K | Hold |
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|
2018
Q1 | $331K | Hold |
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|
2017
Q4 | $328K | Sell |
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|
2017
Q3 | $364K | Hold |
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|
2017
Q2 | $354K | Hold |
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|
2017
Q1 | $344K | Hold |
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|
2016
Q4 | $328K | Sell |
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|
2016
Q3 | $318K | Hold |
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|
2016
Q2 | $307K | Hold |
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|
2016
Q1 | $296K | Sell |
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|
2015
Q4 | $321K | Hold |
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|
2015
Q3 | $313K | Hold |
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|
2015
Q2 | $338K | Hold |
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|
2015
Q1 | $342K | Hold |
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|
2014
Q4 | $318K | Hold |
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|
2014
Q3 | $312K | Sell |
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|
2014
Q2 | $336K | Hold |
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|
2014
Q1 | $327K | Hold |
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|
2013
Q4 | $322K | Hold |
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|
2013
Q3 | $298K | Hold |
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|
2013
Q2 | $276K | Buy |
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