Loring Wolcott & Coolidge Fiduciary Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Sell |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $544K | Sell |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $527K | Sell |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $556K | Hold |
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|
2022
Q3 | $513K | Hold |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $602K | Hold |
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|
2021
Q4 | $664K | Hold |
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|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $649K | Hold |
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|
2021
Q1 | $628K | Hold |
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|
2020
Q4 | $579K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $11K | Sell |
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|
2016
Q3 | $27K | Sell |
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|
2016
Q2 | $36K | Hold |
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|
2016
Q1 | $35K | Sell |
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|
2015
Q4 | $49K | Buy |
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