Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.12M | Sell |
17,796
-530
| -3% | -$33.4K | 0.05% | 346 |
|
|
2022
Q2 | $1.2M | Buy |
18,326
+617
| +3% | +$40.4K | 0.05% | 332 |
|
|
2022
Q1 | $1.38M | Buy |
17,709
+1,406
| +9% | +$109K | 0.05% | 316 |
|
|
2021
Q4 | $1.39M | Sell |
16,303
-446
| -3% | -$38K | 0.07% | 286 |
|
|
2021
Q3 | $1.33M | Sell |
16,749
-189
| -1% | -$15K | 0.06% | 290 |
|
|
2021
Q2 | $1.37M | Sell |
16,938
-131
| -0.8% | -$10.6K | 0.06% | 296 |
|
|
2021
Q1 | $1.34M | Sell |
17,069
-31,700
| -65% | -$2.48M | 0.07% | 267 |
|
|
2020
Q4 | $3.52M | Buy |
+48,769
| New | +$3.52M | 0.19% | 134 |
|
|
2019
Q1 | – | Sell |
-40,032
| Closed | -$1.99M | – | 365 |
|
|
2018
Q4 | $1.99M | Buy |
+40,032
| New | +$1.99M | 0.18% | 132 |
|
|
2017
Q2 | – | Sell |
-887,564
| Closed | -$42.4M | – | 250 |
|
|
2017
Q1 | $42.4M | Buy |
+887,564
| New | +$42.4M | 5.16% | 3 |
|
|
2015
Q4 | – | Sell |
-142,116
| Closed | -$5.58M | – | 118 |
|
|
2015
Q3 | $5.58M | Buy |
142,116
+2,224
| +2% | +$87.3K | 2.14% | 12 |
|
|
2015
Q2 | $5.93M | Buy |
139,892
+4,752
| +4% | +$201K | 2.9% | 6 |
|
|
2015
Q1 | $5.79M | Buy |
135,140
+123,284
| +1,040% | +$5.29M | 3.24% | 8 |
|
|
2014
Q4 | $473K | Buy |
11,856
+576
| +5% | +$23K | 0.22% | 83 |
|
|
2014
Q3 | $427K | Sell |
11,280
-3,808
| -25% | -$144K | 0.22% | 70 |
|
|
2014
Q2 | $593K | Buy |
+15,088
| New | +$593K | 0.29% | 62 |
|