Milestone Investment 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 | $55.3K | Hold |
608
| – | – | 0.01% | 100 |
|
|
2025
Q1 | $50.7K | Hold |
608
| – | – | 0.01% | 100 |
|
|
2024
Q4 | $55.3K | Hold |
608
| – | – | 0.02% | 102 |
|
|
2024
Q3 | $55.9K | Sell |
608
-29
| -5% | -$2.67K | 0.02% | 100 |
|
|
2024
Q2 | $56.2K | Buy |
637
+29
| +5% | +$2.56K | 0.01% | 100 |
|
|
2024
Q1 | $55.5K | Hold |
608
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $48.2K | Hold |
608
| – | – | 0.01% | 94 |
|
|
2023
Q3 | $43.9K | Hold |
608
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $45.6K | Hold |
608
| – | – | 0.01% | 86 |
|
|
2023
Q1 | $43.5K | Hold |
608
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $41.5K | Buy |
+608
| New | +$41.5K | 0.01% | 84 |
|