LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $704K | Buy |
8,881
+47
| +0.5% | +$3.73K | 0.26% | 40 |
|
|
2023
Q3 | $638K | Sell |
8,834
-156
| -2% | -$11.3K | 0.28% | 38 |
|
|
2023
Q2 | $674K | Buy |
8,990
+203
| +2% | +$15.2K | 0.28% | 38 |
|
|
2023
Q1 | $628K | Sell |
8,787
-428
| -5% | -$30.6K | 0.26% | 39 |
|
|
2022
Q4 | $629K | Sell |
9,215
-723
| -7% | -$49.4K | 0.26% | 38 |
|
|
2022
Q3 | $626K | Buy |
9,938
+900
| +10% | +$56.7K | 0.24% | 39 |
|
|
2022
Q2 | $576K | Buy |
9,038
+337
| +4% | +$21.5K | 0.27% | 43 |
|
|
2022
Q1 | $672K | Buy |
8,701
+78
| +0.9% | +$6.02K | 0.29% | 36 |
|
|
2021
Q4 | $735K | Buy |
8,623
+6
| +0.1% | +$511 | 0.3% | 36 |
|
|
2021
Q3 | $682K | Buy |
8,617
+46
| +0.5% | +$3.64K | 0.3% | 34 |
|
|
2021
Q2 | $694K | Sell |
8,571
-2,357
| -22% | -$191K | 0.31% | 34 |
|
|
2021
Q1 | $856K | Sell |
10,928
-5,997
| -35% | -$470K | 0.39% | 33 |
|
|
2020
Q4 | $1.22M | Buy |
16,925
+105
| +0.6% | +$7.58K | 0.55% | 29 |
|
|
2020
Q3 | $1.01M | Sell |
16,820
-316
| -2% | -$18.9K | 0.49% | 28 |
|
|
2020
Q2 | $960K | Sell |
17,136
-5,852
| -25% | -$328K | 0.5% | 29 |
|
|
2020
Q1 | $1.03M | Sell |
22,988
-14,452
| -39% | -$644K | 0.67% | 26 |
|
|
2019
Q4 | $2.23M | Buy |
+37,440
| New | +$2.23M | 1.15% | 20 |
|