McDonald Partners’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 | – | Sell |
-3,540
| Closed | -$226K | – | 251 |
|
|
2022
Q2 | $226K | Hold |
3,540
| – | – | 0.06% | 267 |
|
|
2022
Q1 | $274K | Buy |
+3,540
| New | +$274K | 0.06% | 266 |
|
|
2021
Q4 | – | Sell |
-3,300
| Closed | -$261K | – | 630 |
|
|
2021
Q3 | $261K | Buy |
3,300
+166
| +5% | +$13.1K | 0.06% | 264 |
|
|
2021
Q2 | $254K | Sell |
3,134
-99
| -3% | -$8.02K | 0.06% | 264 |
|
|
2021
Q1 | $253K | Hold |
3,233
| – | – | 0.07% | 250 |
|
|
2020
Q4 | $233K | Buy |
+3,233
| New | +$233K | 0.07% | 247 |
|