Lyell Wealth Management’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
Q2 | $262K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $370K | Hold |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $615K | Hold |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $673K | Buy |
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