MAWCM
Mine & Arao Wealth Creation & Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
6,065
+6
| +0.1% | +$546 | 0.25% | 43 |
|
|
2025
Q1 | $505K | Buy |
6,059
+4
| +0.1% | +$333 | 0.25% | 44 |
|
|
2024
Q4 | $551K | Sell |
6,055
-793
| -12% | -$72.1K | 0.25% | 42 |
|
|
2024
Q3 | $629K | Buy |
6,848
+58
| +0.9% | +$5.33K | 0.29% | 39 |
|
|
2024
Q2 | $598K | Buy |
6,790
+255
| +4% | +$22.5K | 0.29% | 38 |
|
|
2024
Q1 | $596K | Buy |
6,535
+6
| +0.1% | +$547 | 0.3% | 38 |
|
|
2023
Q4 | $517K | Buy |
6,529
+26
| +0.4% | +$2.06K | 0.28% | 41 |
|
|
2023
Q3 | $470K | Hold |
6,503
| – | – | 0.29% | 40 |
|
|
2023
Q2 | $488K | Sell |
6,503
-202
| -3% | -$15.1K | 0.29% | 38 |
|
|
2023
Q1 | $479K | Buy |
6,705
+11
| +0.2% | +$787 | 0.31% | 40 |
|
|
2022
Q4 | $457K | Buy |
6,694
+26
| +0.4% | +$1.78K | 0.34% | 42 |
|
|
2022
Q3 | $420K | Hold |
6,668
| – | – | 0.31% | 42 |
|
|
2022
Q2 | $425K | Buy |
6,668
+9
| +0.1% | +$574 | 0.3% | 46 |
|
|
2022
Q1 | $515K | Buy |
6,659
+7
| +0.1% | +$541 | 0.3% | 43 |
|
|
2021
Q4 | $567K | Buy |
6,652
+109
| +2% | +$9.29K | 0.31% | 40 |
|
|
2021
Q3 | $518K | Hold |
6,543
| – | – | 0.31% | 41 |
|
|
2021
Q2 | $530K | Buy |
6,543
+3
| +0% | +$243 | 0.32% | 41 |
|
|
2021
Q1 | $513K | Buy |
6,540
+300
| +5% | +$23.5K | 0.34% | 39 |
|
|
2020
Q4 | $451K | Buy |
6,240
+4,680
| +300% | +$338K | 0.32% | 43 |
|
|
2020
Q3 | $373K | Buy |
+1,560
| New | +$373K | 0.31% | 43 |
|