Key Financial Inc’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 | $617K | Sell |
6,777
-538
| -7% | -$48.9K | 0.12% | 143 |
|
|
2025
Q1 | $609K | Buy |
7,315
+9
| +0.1% | +$750 | 0.13% | 135 |
|
|
2024
Q4 | $664K | Sell |
7,306
-52
| -0.7% | -$4.73K | 0.15% | 120 |
|
|
2024
Q3 | $676K | Sell |
7,358
-274
| -4% | -$25.2K | 0.15% | 123 |
|
|
2024
Q2 | $672K | Sell |
7,632
-57
| -0.7% | -$5.02K | 0.16% | 110 |
|
|
2024
Q1 | $702K | Sell |
7,689
-24
| -0.3% | -$2.19K | 0.18% | 101 |
|
|
2023
Q4 | $611K | Sell |
7,713
-15
| -0.2% | -$1.19K | 0.17% | 106 |
|
|
2023
Q3 | $558K | Sell |
7,728
-793
| -9% | -$57.3K | 0.19% | 98 |
|
|
2023
Q2 | $639K | Buy |
8,521
+533
| +7% | +$40K | 0.21% | 91 |
|
|
2023
Q1 | $571K | Buy |
7,988
+402
| +5% | +$28.7K | 0.21% | 94 |
|
|
2022
Q4 | $478K | Hold |
7,586
| – | – | 0.23% | 87 |
|
|
2022
Q3 | $478K | Sell |
7,586
-363
| -5% | -$22.9K | 0.22% | 87 |
|
|
2022
Q2 | $513K | Buy |
7,949
+1,503
| +23% | +$97K | 0.28% | 69 |
|
|
2022
Q1 | $498K | Buy |
6,446
+260
| +4% | +$20.1K | 0.25% | 77 |
|
|
2021
Q4 | $527K | Hold |
6,186
| – | – | 0.26% | 70 |
|
|
2021
Q3 | $490K | Sell |
6,186
-321
| -5% | -$25.4K | 0.28% | 72 |
|
|
2021
Q2 | $531K | Buy |
6,507
+815
| +14% | +$66.5K | 0.3% | 65 |
|
|
2021
Q1 | $446K | Buy |
5,692
+103
| +2% | +$8.07K | 0.29% | 69 |
|
|
2020
Q4 | $404K | Sell |
5,589
-387
| -6% | -$28K | 0.3% | 66 |
|
|
2020
Q3 | $357K | Sell |
5,976
-220
| -4% | -$13.1K | 0.37% | 67 |
|
|
2020
Q2 | $343K | Sell |
6,196
-3,800
| -38% | -$210K | 0.39% | 63 |
|
|
2020
Q1 | $451K | Sell |
9,996
-1,744
| -15% | -$78.7K | 0.46% | 43 |
|
|
2019
Q4 | $699K | Buy |
+11,740
| New | +$699K | 0.66% | 38 |
|