LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $704K | Buy |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $628K | Sell |
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $626K | Buy |
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|
2022
Q2 | $576K | Buy |
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|
2022
Q1 | $672K | Buy |
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|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $682K | Buy |
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|
2021
Q2 | $694K | Sell |
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|
2021
Q1 | $856K | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $960K | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $2.23M | Buy |
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