LeJeune Puetz Investment Counsel’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $572K | Hold |
8,000
| – | – | 0.2% | 112 |
|
2022
Q4 | $546K | Hold |
8,000
| – | – | 0.2% | 111 |
|
2022
Q3 | $504K | Hold |
8,000
| – | – | 0.21% | 105 |
|
2022
Q2 | $509K | Hold |
8,000
| – | – | 0.2% | 109 |
|
2022
Q1 | $618K | Hold |
8,000
| – | – | 0.22% | 104 |
|
2021
Q4 | $682K | Hold |
8,000
| – | – | 0.23% | 98 |
|
2021
Q3 | $634K | Hold |
8,000
| – | – | 0.23% | 100 |
|
2021
Q2 | $647K | Sell |
8,000
-1,740
| -18% | -$141K | 0.24% | 98 |
|
2021
Q1 | $763K | Hold |
9,740
| – | – | 0.3% | 91 |
|
2020
Q4 | $703K | Hold |
9,740
| – | – | 0.3% | 88 |
|
2020
Q3 | $582K | Hold |
9,740
| – | – | 0.28% | 91 |
|
2020
Q2 | $545K | Hold |
9,740
| – | – | 0.29% | 90 |
|
2020
Q1 | $435K | Hold |
9,740
| – | – | 0.25% | 97 |
|
2019
Q4 | $580K | Hold |
9,740
| – | – | 0.27% | 94 |
|
2019
Q3 | $545K | Hold |
9,740
| – | – | 0.28% | 97 |
|
2019
Q2 | $551K | Hold |
9,740
| – | – | 0.28% | 93 |
|
2019
Q1 | $534K | Hold |
9,740
| – | – | 0.29% | 91 |
|
2018
Q4 | $466K | Hold |
9,740
| – | – | 0.29% | 90 |
|
2018
Q3 | $567K | Hold |
9,740
| – | – | 0.33% | 84 |
|
2018
Q2 | $547K | Buy |
+9,740
| New | +$547K | 0.34% | 83 |
|