Leonard Rickey Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,080
| Closed | -$898K | – | 73 |
|
|
2019
Q4 | $898K | Sell |
15,080
-24
| -0.2% | -$1.43K | 0.54% | 26 |
|
|
2019
Q3 | $845K | Sell |
15,104
-756
| -5% | -$42.3K | 0.56% | 26 |
|
|
2019
Q2 | $897K | Sell |
15,860
-228
| -1% | -$12.9K | 0.6% | 26 |
|
|
2019
Q1 | $881K | Buy |
16,088
+612
| +4% | +$33.5K | 0.64% | 26 |
|
|
2018
Q4 | $740K | Sell |
15,476
-36
| -0.2% | -$1.72K | 0.61% | 26 |
|
|
2018
Q3 | $903K | Sell |
15,512
-92
| -0.6% | -$5.36K | 0.66% | 24 |
|
|
2018
Q2 | $877K | Sell |
15,604
-464
| -3% | -$26.1K | 0.66% | 23 |
|
|
2018
Q1 | $877K | Hold |
16,068
| – | – | 0.68% | 22 |
|
|
2017
Q4 | $867K | Buy |
+16,068
| New | +$867K | 0.66% | 21 |
|