Lido 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 | $23.7M | Buy |
260,913
+59,339
| +29% | +$5.4M | 0.09% | 124 |
|
|
2025
Q1 | $16.8M | Sell |
201,574
-73,736
| -27% | -$6.14M | 0.08% | 153 |
|
|
2024
Q4 | $25M | Sell |
275,310
-250,596
| -48% | -$22.8M | 0.11% | 103 |
|
|
2024
Q3 | $48.3M | Buy |
525,906
+32,479
| +7% | +$2.99M | 0.24% | 37 |
|
|
2024
Q2 | $43.5M | Buy |
493,427
+13,064
| +3% | +$1.15M | 0.24% | 40 |
|
|
2024
Q1 | $43.8M | Buy |
480,363
+225,987
| +89% | +$20.6M | 0.26% | 36 |
|
|
2023
Q4 | $20.2M | Buy |
254,376
+8,357
| +3% | +$662K | 0.14% | 76 |
|
|
2023
Q3 | $17.8M | Sell |
246,019
-178,614
| -42% | -$12.9M | 0.14% | 77 |
|
|
2023
Q2 | $31.8M | Buy |
424,633
+22,513
| +6% | +$1.69M | 0.23% | 43 |
|
|
2023
Q1 | $158K | Buy |
402,120
+18,496
| +5% | +$7.26K | ﹤0.01% | 920 |
|
|
2022
Q4 | $26.2M | Buy |
383,624
+185,746
| +94% | +$12.7M | 0.32% | 33 |
|
|
2022
Q3 | $12.5M | Sell |
197,878
-2,006
| -1% | -$126K | 0.16% | 60 |
|
|
2022
Q2 | $12.7M | Sell |
199,884
-11,359
| -5% | -$724K | 0.17% | 59 |
|
|
2022
Q1 | $16.3M | Buy |
211,243
+14,007
| +7% | +$1.08M | 0.18% | 56 |
|
|
2021
Q4 | $16.8M | Buy |
197,236
+15,080
| +8% | +$1.29M | 0.18% | 58 |
|
|
2021
Q3 | $14.4M | Buy |
182,156
+14,191
| +8% | +$1.12M | 0.2% | 56 |
|
|
2021
Q2 | $13.6M | Sell |
167,965
-106,012
| -39% | -$8.58M | 0.19% | 55 |
|
|
2021
Q1 | $21.5M | Buy |
273,977
+126,709
| +86% | +$9.93M | 0.37% | 26 |
|
|
2020
Q4 | $10.6M | Buy |
147,268
+107,651
| +272% | +$7.77M | 0.22% | 52 |
|
|
2020
Q3 | $9.48M | Buy |
39,617
+19,637
| +98% | +$4.7M | 0.24% | 46 |
|
|
2020
Q2 | $4.48M | Buy |
19,980
+518
| +3% | +$116K | 0.14% | 91 |
|
|
2020
Q1 | $3.47M | Buy |
19,462
+1,066
| +6% | +$190K | 0.15% | 82 |
|
|
2019
Q4 | $4.38M | Buy |
18,396
+1,731
| +10% | +$412K | 0.17% | 79 |
|
|
2019
Q3 | $3.73M | Sell |
16,665
-5,789
| -26% | -$1.3M | 0.19% | 77 |
|
|
2019
Q2 | $5.08M | Buy |
22,454
+1,623
| +8% | +$367K | 0.29% | 50 |
|
|
2019
Q1 | $4.56M | Buy |
20,831
+4,084
| +24% | +$895K | 0.3% | 50 |
|
|
2018
Q4 | $3.2M | Buy |
16,747
+2,354
| +16% | +$450K | 0.32% | 43 |
|
|
2018
Q3 | $3.36M | Buy |
14,393
+672
| +5% | +$157K | 0.33% | 43 |
|
|
2018
Q2 | $3.08M | Buy |
13,721
+4,031
| +42% | +$906K | 0.35% | 39 |
|
|
2018
Q1 | $2.12M | Buy |
9,690
+505
| +5% | +$110K | 0.29% | 48 |
|
|
2017
Q4 | $1.98M | Buy |
9,185
+1,240
| +16% | +$268K | 0.28% | 49 |
|
|
2017
Q3 | $1.66M | Buy |
7,945
+1,063
| +15% | +$222K | 0.27% | 50 |
|
|
2017
Q2 | $1.35M | Buy |
6,882
+4,186
| +155% | +$823K | 0.28% | 51 |
|
|
2017
Q1 | $524K | Buy |
+2,696
| New | +$524K | 0.15% | 99 |
|