Kestra Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
3,826
-1,287
| -25% | -$117K | 0.01% | 1200 |
|
|
2025
Q1 | $426K | Buy |
5,113
+74
| +1% | +$6.16K | 0.01% | 1038 |
|
|
2024
Q4 | $458K | Buy |
5,039
+1,519
| +43% | +$138K | 0.01% | 956 |
|
|
2024
Q3 | $324K | Buy |
3,520
+58
| +2% | +$5.33K | 0.01% | 1060 |
|
|
2024
Q2 | $305K | Sell |
3,462
-180
| -5% | -$15.9K | 0.01% | 1037 |
|
|
2024
Q1 | $332K | Sell |
3,642
-105
| -3% | -$9.58K | 0.01% | 971 |
|
|
2023
Q4 | $297K | Sell |
3,747
-173
| -4% | -$13.7K | 0.01% | 951 |
|
|
2023
Q3 | $283K | Buy |
3,920
+554
| +16% | +$40K | 0.01% | 885 |
|
|
2023
Q2 | $252K | Buy |
3,366
+367
| +12% | +$27.5K | 0.01% | 879 |
|
|
2023
Q1 | $214K | Buy |
+2,999
| New | +$214K | 0.01% | 901 |
|