Meridian 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 | $1.25M | Sell |
13,773
-311
| -2% | -$28.3K | 0.05% | 270 |
|
|
2025
Q1 | $1.17M | Buy |
14,084
+186
| +1% | +$15.5K | 0.06% | 261 |
|
|
2024
Q4 | $1.26M | Buy |
13,898
+14
| +0.1% | +$1.27K | 0.06% | 250 |
|
|
2024
Q3 | $1.28M | Buy |
+13,884
| New | +$1.28M | 0.06% | 237 |
|
|
2024
Q2 | – | Sell |
-13,847
| Closed | -$1.26M | – | 403 |
|
|
2024
Q1 | $1.26M | Sell |
13,847
-1,114
| -7% | -$102K | 0.21% | 77 |
|
|
2023
Q4 | $1.19M | Sell |
14,961
-14,873
| -50% | -$1.18M | 0.08% | 234 |
|
|
2023
Q3 | $2.16M | Buy |
29,834
+6,505
| +28% | +$470K | 0.13% | 144 |
|
|
2023
Q2 | $1.75M | Sell |
23,329
-19,414
| -45% | -$1.46M | 0.15% | 133 |
|
|
2023
Q1 | $3.06M | Sell |
42,743
-1,794
| -4% | -$128K | 0.27% | 85 |
|
|
2022
Q4 | $3.04M | Buy |
44,537
+124
| +0.3% | +$8.47K | 0.3% | 75 |
|
|
2022
Q3 | $2.8M | Sell |
44,413
-104
| -0.2% | -$6.55K | 0.3% | 80 |
|
|
2022
Q2 | $2.84M | Buy |
44,517
+1,874
| +4% | +$119K | 0.23% | 104 |
|
|
2022
Q1 | $3.3M | Sell |
42,643
-169
| -0.4% | -$13.1K | 0.36% | 60 |
|
|
2021
Q4 | $3.65M | Buy |
42,812
+172
| +0.4% | +$14.7K | 0.39% | 52 |
|
|
2021
Q3 | $3.38M | Hold |
42,640
| – | – | 0.42% | 48 |
|
|
2021
Q2 | $3.45M | Buy |
42,640
+59
| +0.1% | +$4.78K | 0.44% | 47 |
|
|
2021
Q1 | $3.34M | Sell |
42,581
-54
| -0.1% | -$4.23K | 0.49% | 44 |
|
|
2020
Q4 | $3.08M | Buy |
42,635
+32,243
| +310% | +$2.33M | 0.49% | 45 |
|
|
2020
Q3 | $620K | Buy |
10,392
+5,792
| +126% | +$346K | 0.15% | 127 |
|
|
2020
Q2 | $257K | Buy |
+4,600
| New | +$257K | 0.09% | 176 |
|
|
2020
Q1 | – | Sell |
-5,072
| Closed | -$301K | – | 224 |
|
|
2019
Q4 | $301K | Buy |
5,072
+128
| +3% | +$7.6K | 0.14% | 153 |
|
|
2019
Q3 | $277K | Hold |
4,944
| – | – | 0.13% | 158 |
|
|
2019
Q2 | $2.8K | Buy |
4,944
+12
| +0.2% | +$7 | 0.11% | 158 |
|
|
2019
Q1 | $270K | Buy |
4,932
+12
| +0.2% | +$657 | 0.12% | 153 |
|
|
2018
Q4 | $235K | Buy |
+4,920
| New | +$235K | 0.14% | 138 |
|
|
2018
Q3 | – | Sell |
-5,500
| Closed | -$309K | – | 176 |
|
|
2018
Q2 | $309K | Buy |
+5,500
| New | +$309K | 0.15% | 134 |
|