Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $311K | Buy |
3,387
+7
| +0.2% | +$644 | 0.06% | 153 |
|
|
2024
Q2 | $298K | Buy |
3,380
+5
| +0.1% | +$441 | 0.06% | 141 |
|
|
2024
Q1 | $308K | Buy |
3,375
+4
| +0.1% | +$365 | 0.07% | 134 |
|
|
2023
Q4 | $267K | Buy |
3,371
+21
| +0.6% | +$1.66K | 0.06% | 137 |
|
|
2023
Q3 | $242K | Hold |
3,350
| – | – | 0.07% | 130 |
|
|
2023
Q2 | $251K | Buy |
3,350
+7
| +0.2% | +$525 | 0.07% | 136 |
|
|
2023
Q1 | $239K | Buy |
3,343
+8
| +0.2% | +$572 | 0.07% | 138 |
|
|
2022
Q4 | $228K | Buy |
3,335
+4
| +0.1% | +$273 | 0.07% | 141 |
|
|
2022
Q3 | $210K | Buy |
3,331
+18
| +0.5% | +$1.14K | 0.07% | 130 |
|
|
2022
Q2 | $211K | Buy |
3,313
+8
| +0.2% | +$510 | 0.07% | 130 |
|
|
2022
Q1 | $255K | Buy |
3,305
+6
| +0.2% | +$463 | 0.08% | 107 |
|
|
2021
Q4 | $281K | Buy |
3,299
+337
| +11% | +$28.7K | 0.08% | 84 |
|
|
2021
Q3 | $235K | Buy |
2,962
+4
| +0.1% | +$317 | 0.07% | 88 |
|
|
2021
Q2 | $239K | Buy |
2,958
+3
| +0.1% | +$242 | 0.09% | 85 |
|
|
2021
Q1 | $232K | Buy |
2,955
+4
| +0.1% | +$314 | 0.09% | 81 |
|
|
2020
Q4 | $227K | Buy |
+2,951
| New | +$227K | 0.11% | 81 |
|