Meristem Family Wealth’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
Q1 | $724K | Sell |
9,368
-479
| -5% | -$37K | 0.08% | 148 |
|
|
2021
Q4 | $840K | Sell |
9,847
-560
| -5% | -$47.8K | 0.07% | 160 |
|
|
2021
Q3 | $824K | Buy |
10,407
+2,303
| +28% | +$182K | 0.08% | 157 |
|
|
2021
Q2 | $656K | Hold |
8,104
| – | – | 0.1% | 142 |
|
|
2021
Q1 | $635K | Hold |
8,104
| – | – | 0.13% | 108 |
|
|
2020
Q4 | $585K | Hold |
8,104
| – | – | 0.12% | 108 |
|
|
2020
Q3 | $485K | Sell |
8,104
-1,668
| -17% | -$99.8K | 0.12% | 102 |
|
|
2020
Q2 | $547K | Hold |
9,772
| – | – | 0.15% | 89 |
|
|
2020
Q1 | $436K | Hold |
9,772
| – | – | 0.13% | 101 |
|
|
2019
Q4 | $582K | Hold |
9,772
| – | – | 0.14% | 90 |
|
|
2019
Q3 | $547K | Buy |
+9,772
| New | +$547K | 0.15% | 89 |
|