Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-131
| Closed | -$11.6K | – | 410 |
|
|
2024
Q2 | $11.6K | Hold |
131
| – | – | ﹤0.01% | 410 |
|
|
2024
Q1 | $11.9K | Hold |
131
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $10.4K | Buy |
131
+1
| +0.8% | +$79 | ﹤0.01% | 394 |
|
|
2023
Q3 | $9.38K | Hold |
130
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $9.73K | Buy |
130
+1
| +0.8% | +$75 | ﹤0.01% | 370 |
|
|
2023
Q1 | $9.26K | Hold |
129
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $8.82K | Hold |
129
| – | – | ﹤0.01% | 345 |
|
|
2022
Q3 | $8.11K | Buy |
129
+1
| +0.8% | +$63 | ﹤0.01% | 346 |
|
|
2022
Q2 | $8.17K | Hold |
128
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $9.89K | Hold |
128
| – | – | ﹤0.01% | 342 |
|
|
2021
Q4 | $10.9K | Hold |
128
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $10.1K | Sell |
128
-10,176
| -99% | -$803K | 0.01% | 331 |
|
|
2021
Q2 | $127K | Buy |
10,304
+10,157
| +6,910% | +$125K | ﹤0.01% | 348 |
|
|
2021
Q1 | $11.5K | Hold |
147
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $10.6K | Sell |
147
-1
| -0.7% | -$72 | 0.01% | 262 |
|
|
2020
Q3 | $8.77K | Hold |
148
| – | – | 0.01% | 265 |
|
|
2020
Q2 | $8.2K | Hold |
148
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $6.52K | Buy |
148
+4
| +3% | +$176 | 0.01% | 269 |
|
|
2019
Q4 | $8.67K | Hold |
144
| – | – | 0.01% | 241 |
|
|
2019
Q3 | $8.13K | Hold |
144
| – | – | 0.01% | 245 |
|
|
2019
Q2 | $8.19K | Hold |
144
| – | – | 0.01% | 243 |
|
|
2019
Q1 | $7.91K | Buy |
+144
| New | +$7.91K | 0.01% | 249 |
|