Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+2,289
| New | +$208K | 0.03% | 218 |
|
|
2025
Q1 | – | Sell |
-2,286
| Closed | -$208K | – | 174 |
|
|
2024
Q4 | $208K | Buy |
2,286
+2
| +0.1% | +$182 | 0.03% | 202 |
|
|
2024
Q3 | $210K | Buy |
2,284
+1
| +0% | +$92 | 0.04% | 201 |
|
|
2024
Q2 | $201K | Buy |
2,283
+2
| +0.1% | +$176 | 0.04% | 196 |
|
|
2024
Q1 | $208K | Sell |
2,281
-455
| -17% | -$41.5K | 0.04% | 179 |
|
|
2023
Q4 | $217K | Buy |
+2,736
| New | +$217K | 0.05% | 154 |
|
|
2022
Q1 | – | Hold |
0
| – | -$208 | – | 169 |
|
|
2021
Q4 | – | Sell |
-2,533
| Closed | -$201K | – | 160 |
|
|
2021
Q3 | $201K | Buy |
2,533
+1
| +0% | +$79 | 0.07% | 164 |
|
|
2021
Q2 | $205K | Buy |
2,532
+2
| +0.1% | +$162 | 0.08% | 129 |
|
|
2021
Q1 | $190K | Hold |
2,530
| – | – | 0.09% | 111 |
|
|
2020
Q4 | $190K | Buy |
2,530
+2
| +0.1% | +$150 | 0.09% | 110 |
|
|
2020
Q3 | $151K | Hold |
2,528
| – | – | 0.09% | 117 |
|
|
2020
Q2 | $142K | Buy |
2,528
+116
| +5% | +$6.52K | 0.1% | 114 |
|
|
2020
Q1 | $108K | Hold |
2,412
| – | – | 0.09% | 129 |
|
|
2019
Q4 | $144K | Buy |
2,412
+4
| +0.2% | +$239 | 0.11% | 122 |
|
|
2019
Q3 | $135K | Sell |
2,408
-3,264
| -58% | -$183K | 0.13% | 120 |
|
|
2019
Q2 | $321K | Buy |
5,672
+3,268
| +136% | +$185K | 0.28% | 78 |
|
|
2019
Q1 | $131K | Buy |
2,404
+4
| +0.2% | +$218 | 0.1% | 114 |
|
|
2018
Q4 | $114K | Buy |
+2,400
| New | +$114K | 0.09% | 119 |
|