Marietta Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Hold |
11,220
| – | – | 0.13% | 87 |
|
2025
Q1 | $934K | Hold |
11,220
| – | – | 0.14% | 87 |
|
2024
Q4 | $1.02M | Hold |
11,220
| – | – | 0.15% | 84 |
|
2024
Q3 | $1.03M | Hold |
11,220
| – | – | 0.15% | 86 |
|
2024
Q2 | $989K | Hold |
11,220
| – | – | 0.15% | 83 |
|
2024
Q1 | $1.02M | Hold |
11,220
| – | – | 0.17% | 86 |
|
2023
Q4 | $889K | Hold |
11,220
| – | – | 0.16% | 88 |
|
2023
Q3 | $811K | Hold |
11,220
| – | – | 0.16% | 88 |
|
2023
Q2 | $842K | Hold |
11,220
| – | – | 0.16% | 91 |
|
2023
Q1 | $802K | Hold |
11,220
| – | – | 0.17% | 90 |
|
2022
Q4 | $766K | Hold |
11,220
| – | – | 0.17% | 93 |
|
2022
Q3 | $707K | Hold |
11,220
| – | – | 0.18% | 87 |
|
2022
Q2 | $715K | Hold |
11,220
| – | – | 0.17% | 87 |
|
2022
Q1 | $867K | Hold |
11,220
| – | – | 0.18% | 85 |
|
2021
Q4 | $957K | Hold |
11,220
| – | – | 0.19% | 90 |
|
2021
Q3 | $889K | Hold |
11,220
| – | – | 0.19% | 90 |
|
2021
Q2 | $908K | Hold |
11,220
| – | – | 0.2% | 90 |
|
2021
Q1 | $879K | Hold |
11,220
| – | – | 0.22% | 89 |
|
2020
Q4 | $810K | Hold |
11,220
| – | – | 0.22% | 85 |
|
2020
Q3 | $671K | Hold |
11,220
| – | – | 0.21% | 82 |
|
2020
Q2 | $628K | Hold |
11,220
| – | – | 0.21% | 78 |
|
2020
Q1 | $501K | Hold |
11,220
| – | – | 0.2% | 84 |
|
2019
Q4 | $668K | Hold |
11,220
| – | – | 0.22% | 81 |
|
2019
Q3 | $628K | Hold |
11,220
| – | – | 0.23% | 80 |
|
2019
Q2 | $635K | Hold |
11,220
| – | – | 0.25% | 80 |
|
2019
Q1 | $615K | Hold |
11,220
| – | – | 0.25% | 79 |
|
2018
Q4 | $536K | Hold |
11,220
| – | – | 0.26% | 86 |
|
2018
Q3 | $653K | Hold |
11,220
| – | – | 0.29% | 84 |
|
2018
Q2 | $631K | Hold |
11,220
| – | – | 0.31% | 81 |
|
2018
Q1 | $612K | Hold |
11,220
| – | – | 0.32% | 78 |
|
2017
Q4 | $605K | Hold |
11,220
| – | – | 0.33% | 76 |
|
2017
Q3 | $568K | Hold |
11,220
| – | – | 0.32% | 81 |
|
2017
Q2 | $552K | Buy |
+11,220
| New | +$552K | 0.34% | 82 |
|