LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $169K | Hold |
3,532
| – | – | 0.09% | 113 |
|
|
2016
Q4 | $161K | Hold |
3,532
| – | – | 0.09% | 114 |
|
|
2016
Q3 | $154K | Buy |
3,532
+972
| +38% | +$42.4K | 0.09% | 121 |
|
|
2016
Q2 | $108K | Buy |
2,560
+256
| +11% | +$10.8K | 0.06% | 147 |
|
|
2016
Q1 | $94K | Hold |
2,304
| – | – | 0.05% | 156 |
|
|
2015
Q4 | $93K | Buy |
2,304
+1,084
| +89% | +$43.8K | 0.05% | 167 |
|
|
2015
Q3 | $48K | Hold |
1,220
| – | – | 0.03% | 177 |
|
|
2015
Q2 | $52K | Hold |
1,220
| – | – | 0.03% | 160 |
|
|
2015
Q1 | $52K | Hold |
1,220
| – | – | 0.03% | 165 |
|
|
2014
Q4 | $49K | Hold |
1,220
| – | – | 0.03% | 169 |
|
|
2014
Q3 | $46K | Buy |
+1,220
| New | +$46K | 0.03% | 176 |
|