Klingman & Associates’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 | $204K | Buy |
+2,239
| New | +$204K | 0.01% | 304 |
|
|
2025
Q1 | – | Sell |
-2,239
| Closed | -$204K | – | 266 |
|
|
2024
Q4 | $204K | Sell |
2,239
-60
| -3% | -$5.46K | 0.01% | 250 |
|
|
2024
Q3 | $211K | Sell |
2,299
-161
| -7% | -$14.8K | 0.01% | 253 |
|
|
2024
Q2 | $217K | Buy |
+2,460
| New | +$217K | 0.01% | 233 |
|
|
2023
Q3 | – | Sell |
-2,732
| Closed | -$205K | – | 227 |
|
|
2023
Q2 | $205K | Buy |
+2,732
| New | +$205K | 0.02% | 210 |
|
|
2022
Q2 | – | Sell |
-2,732
| Closed | -$211K | – | 202 |
|
|
2022
Q1 | $211K | Hold |
2,732
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $233K | Hold |
2,732
| – | – | 0.02% | 167 |
|
|
2021
Q3 | $216K | Buy |
+2,732
| New | +$216K | 0.02% | 160 |
|
|
2018
Q2 | – | Sell |
-4,120
| Closed | -$225K | – | 108 |
|
|
2018
Q1 | $225K | Hold |
4,120
| – | – | 0.05% | 98 |
|
|
2017
Q4 | $222K | Sell |
4,120
-176
| -4% | -$9.48K | 0.05% | 108 |
|
|
2017
Q3 | $217K | Buy |
4,296
+176
| +4% | +$8.89K | 0.05% | 90 |
|
|
2017
Q2 | $203K | Buy |
+4,120
| New | +$203K | 0.05% | 92 |
|
|
2016
Q4 | – | Sell |
-4,120
| Closed | -$180K | – | 201 |
|
|
2016
Q3 | $180K | Hold |
4,120
| – | – | 0.05% | 100 |
|
|
2016
Q2 | $174K | Hold |
4,120
| – | – | 0.06% | 104 |
|
|
2016
Q1 | $167K | Hold |
4,120
| – | – | 0.06% | 104 |
|
|
2015
Q4 | $166K | Hold |
4,120
| – | – | 0.06% | 122 |
|
|
2015
Q3 | $161K | Hold |
4,120
| – | – | 0.06% | 126 |
|
|
2015
Q2 | $175K | Hold |
4,120
| – | – | 0.07% | 92 |
|
|
2015
Q1 | $177K | Hold |
4,120
| – | – | 0.07% | 88 |
|
|
2014
Q4 | $164K | Buy |
+4,120
| New | +$164K | 0.07% | 90 |
|