LGWM
Litman Gregory Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-256
| Closed | -$20K | – | 122 |
|
|
2021
Q1 | $20K | Hold |
256
| – | – | ﹤0.01% | 133 |
|
|
2020
Q4 | $18K | Buy |
256
+192
| +300% | +$13.5K | ﹤0.01% | 136 |
|
|
2020
Q3 | $15K | Hold |
64
| – | – | ﹤0.01% | 129 |
|
|
2020
Q2 | $14K | Hold |
64
| – | – | ﹤0.01% | 122 |
|
|
2020
Q1 | $11K | Hold |
64
| – | – | ﹤0.01% | 118 |
|
|
2019
Q4 | $15K | Hold |
64
| – | – | ﹤0.01% | 135 |
|
|
2019
Q3 | $14K | Hold |
64
| – | – | ﹤0.01% | 128 |
|
|
2019
Q2 | $14K | Hold |
64
| – | – | ﹤0.01% | 149 |
|
|
2019
Q1 | $14K | Hold |
64
| – | – | ﹤0.01% | 100 |
|
|
2018
Q4 | $12K | Hold |
64
| – | – | ﹤0.01% | 109 |
|
|
2018
Q3 | $15K | Buy |
+64
| New | +$15K | 0.01% | 80 |
|