McAlister Sweet & Associates’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 | – | Sell |
-69,061
| Closed | -$5.75M | – | 30 |
|
|
2025
Q1 | $5.75M | Buy |
+69,061
| New | +$5.75M | 4.35% | 8 |
|
|
2024
Q4 | – | Sell |
-61,059
| Closed | -$5.61M | – | 23 |
|
|
2024
Q3 | $5.61M | Buy |
61,059
+3,621
| +6% | +$333K | 4.64% | 8 |
|
|
2024
Q2 | $5.06M | Sell |
57,438
-79
| -0.1% | -$6.96K | 3.64% | 8 |
|
|
2024
Q1 | $5.25M | Buy |
57,517
+8,683
| +18% | +$792K | 4.12% | 6 |
|
|
2023
Q4 | $3.87M | Buy |
48,834
+3,936
| +9% | +$312K | 3.59% | 10 |
|
|
2023
Q3 | $3.24M | Buy |
44,898
+5,683
| +14% | +$411K | 2.76% | 10 |
|
|
2023
Q2 | $2.94M | Buy |
+39,215
| New | +$2.94M | 2.53% | 11 |
|