Kovitz Investment Group Partners’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 | $3.23M | Sell |
35,532
-6,530
| -16% | -$594K | 0.01% | 522 |
|
|
2025
Q1 | $3.5M | Buy |
42,062
+605
| +1% | +$50.4K | 0.02% | 470 |
|
|
2024
Q4 | $3.77M | Buy |
41,457
+1,904
| +5% | +$173K | 0.02% | 456 |
|
|
2024
Q3 | $73.2K | Buy |
39,553
+2,702
| +7% | +$5K | ﹤0.01% | 990 |
|
|
2024
Q2 | $3.25M | Buy |
+36,851
| New | +$3.25M | 0.03% | 353 |
|
|
2018
Q1 | – | Sell |
-4,624
| Closed | -$249 | – | 145 |
|
|
2017
Q4 | $249 | Buy |
+4,624
| New | +$249 | 0.01% | 146 |
|