Mayflower Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
3,591
| – | – | 0.05% | 308 |
|
|
2025
Q1 | $299K | Hold |
3,591
| – | – | 0.05% | 305 |
|
|
2024
Q4 | $327K | Sell |
3,591
-115
| -3% | -$10.5K | 0.05% | 284 |
|
|
2024
Q3 | $341K | Sell |
3,706
-415
| -10% | -$38.2K | 0.05% | 272 |
|
|
2024
Q2 | $363K | Buy |
4,121
+71
| +2% | +$6.26K | 0.06% | 257 |
|
|
2024
Q1 | $370K | Buy |
4,050
+429
| +12% | +$39.1K | 0.06% | 251 |
|
|
2023
Q4 | $287K | Hold |
3,621
| – | – | 0.04% | 270 |
|
|
2023
Q3 | $262K | Sell |
3,621
-2,852
| -44% | -$206K | 0.04% | 270 |
|
|
2023
Q2 | $485K | Buy |
6,473
+2,480
| +62% | +$186K | 0.06% | 206 |
|
|
2023
Q1 | $286K | Buy |
3,993
+470
| +13% | +$33.6K | 0.04% | 276 |
|
|
2022
Q4 | $241K | Buy |
+3,523
| New | +$241K | 0.03% | 296 |
|