LIA
LBMC Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
14,495
+6
| +0% | +$546 | 0.09% | 80 |
|
|
2025
Q1 | $1.21M | Buy |
14,489
+6
| +0% | +$500 | 0.09% | 77 |
|
|
2024
Q4 | $1.32M | Buy |
14,483
+9
| +0.1% | +$818 | 0.1% | 72 |
|
|
2024
Q3 | $1.33M | Buy |
14,474
+10
| +0.1% | +$919 | 0.11% | 67 |
|
|
2024
Q2 | $1.27M | Buy |
14,464
+6
| +0% | +$529 | 0.11% | 63 |
|
|
2024
Q1 | $1.32M | Sell |
14,458
-42
| -0.3% | -$3.83K | 0.11% | 62 |
|
|
2023
Q4 | $1.15M | Buy |
14,500
+14
| +0.1% | +$1.11K | 0.11% | 52 |
|
|
2023
Q3 | $1.02M | Buy |
14,486
+14
| +0.1% | +$986 | 0.11% | 54 |
|
|
2023
Q2 | $1.09M | Buy |
14,472
+9
| +0.1% | +$675 | 0.11% | 55 |
|
|
2023
Q1 | $1.03M | Buy |
14,463
+11
| +0.1% | +$787 | 0.1% | 56 |
|
|
2022
Q4 | $987K | Buy |
14,452
+26
| +0.2% | +$1.78K | 0.1% | 56 |
|
|
2022
Q3 | $909K | Hold |
14,426
| – | – | 0.1% | 54 |
|
|
2022
Q2 | $919K | Buy |
14,426
+1,785
| +14% | +$114K | 0.1% | 52 |
|
|
2022
Q1 | $977K | Buy |
12,641
+8
| +0.1% | +$618 | 0.09% | 62 |
|
|
2021
Q4 | $1.08M | Sell |
12,633
-740,587
| -98% | -$63.1M | 0.09% | 59 |
|
|
2021
Q3 | $1K | Buy |
753,220
+740,539
| +5,840% | +$987 | 0.09% | 60 |
|
|
2021
Q2 | $1.03M | Sell |
12,681
-852
| -6% | -$68.9K | 0.1% | 60 |
|
|
2021
Q1 | $1.06M | Buy |
13,533
+860
| +7% | +$67.4K | 0.11% | 50 |
|
|
2020
Q4 | $915K | Buy |
12,673
+9,506
| +300% | +$686K | 0.11% | 49 |
|
|
2020
Q3 | $757K | Sell |
3,167
-442
| -12% | -$106K | 0.11% | 51 |
|
|
2020
Q2 | $808K | Buy |
3,609
+387
| +12% | +$86.6K | 0.13% | 45 |
|
|
2020
Q1 | $575K | Buy |
3,222
+102
| +3% | +$18.2K | 0.11% | 42 |
|
|
2019
Q4 | $743K | Buy |
3,120
+6
| +0.2% | +$1.43K | 0.1% | 45 |
|
|
2019
Q3 | $697K | Sell |
3,114
-444
| -12% | -$99.4K | 0.11% | 46 |
|
|
2019
Q2 | $805K | Sell |
3,558
-81
| -2% | -$18.3K | 0.12% | 40 |
|
|
2019
Q1 | $797K | Buy |
3,639
+447
| +14% | +$97.9K | 0.13% | 39 |
|
|
2018
Q4 | $610K | Sell |
3,192
-65
| -2% | -$12.4K | 0.11% | 49 |
|
|
2018
Q3 | $759K | Buy |
3,257
+7
| +0.2% | +$1.63K | 0.12% | 41 |
|
|
2018
Q2 | $731K | Hold |
3,250
| – | – | 0.12% | 41 |
|
|
2018
Q1 | $710K | Sell |
3,250
-437
| -12% | -$95.5K | 0.12% | 38 |
|
|
2017
Q4 | $796K | Sell |
3,687
-212
| -5% | -$45.8K | 0.13% | 40 |
|
|
2017
Q3 | $789K | Buy |
3,899
+451
| +13% | +$91.3K | 0.14% | 38 |
|
|
2017
Q2 | $678K | Sell |
3,448
-444
| -11% | -$87.3K | 0.12% | 40 |
|
|
2017
Q1 | $743K | Buy |
3,892
+450
| +13% | +$85.9K | 0.13% | 39 |
|
|
2016
Q4 | $627K | Buy |
3,442
+24
| +0.7% | +$4.37K | 0.12% | 39 |
|
|
2016
Q3 | $597K | Buy |
3,418
+444
| +15% | +$77.6K | 0.11% | 45 |
|
|
2016
Q2 | $503K | Sell |
2,974
-437
| -13% | -$73.9K | 0.1% | 43 |
|
|
2016
Q1 | $555K | Buy |
3,411
+20
| +0.6% | +$3.25K | 0.11% | 41 |
|
|
2015
Q4 | $546K | Buy |
3,391
+8
| +0.2% | +$1.29K | 0.12% | 39 |
|
|
2015
Q3 | $531K | Buy |
3,383
+7
| +0.2% | +$1.1K | 0.12% | 37 |
|
|
2015
Q2 | $572K | Buy |
3,376
+1
| +0% | +$169 | 0.12% | 34 |
|
|
2015
Q1 | $579K | Buy |
3,375
+2
| +0.1% | +$343 | 0.13% | 33 |
|
|
2014
Q4 | $539K | Buy |
3,373
+1
| +0% | +$160 | 0.13% | 34 |
|
|
2014
Q3 | $511K | Buy |
3,372
+1
| +0% | +$152 | 0.12% | 32 |
|
|
2014
Q2 | $529K | Buy |
3,371
+1
| +0% | +$157 | 0.14% | 31 |
|
|
2014
Q1 | $515K | Buy |
3,370
+50
| +2% | +$7.64K | 0.13% | 31 |
|
|
2013
Q4 | $499K | Buy |
+3,320
| New | +$499K | 0.13% | 32 |
|