KFAA
Klaas Financial Asset Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,726
| Closed | -$487K | – | 57 |
|
|
2022
Q3 | $487K | Sell |
7,726
-716
| -8% | -$45.1K | 0.12% | 39 |
|
|
2022
Q2 | $538K | Sell |
8,442
-2,667
| -24% | -$170K | 0.13% | 40 |
|
|
2022
Q1 | $858K | Sell |
11,109
-895
| -7% | -$69.1K | 0.2% | 32 |
|
|
2021
Q4 | $1.02M | Sell |
12,004
-1,336
| -10% | -$114K | 0.23% | 31 |
|
|
2021
Q3 | $1.06M | Sell |
13,340
-1,560
| -10% | -$123K | 0.26% | 26 |
|
|
2021
Q2 | $1.21M | Sell |
14,900
-9,420
| -39% | -$762K | 0.3% | 27 |
|
|
2021
Q1 | $1.91M | Sell |
24,320
-3,868
| -14% | -$303K | 0.53% | 22 |
|
|
2020
Q4 | $2.04M | Buy |
+28,188
| New | +$2.04M | 0.59% | 18 |
|