Mission 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 | $550K | Sell |
6,044
-6
| -0.1% | -$546 | 0.01% | 432 |
|
|
2025
Q1 | $504K | Buy |
6,050
+649
| +12% | +$54.1K | 0.01% | 421 |
|
|
2024
Q4 | $491K | Sell |
5,401
-207
| -4% | -$18.8K | 0.01% | 413 |
|
|
2024
Q3 | $516K | Sell |
5,608
-435
| -7% | -$40K | 0.01% | 409 |
|
|
2024
Q2 | $532K | Sell |
6,043
-274
| -4% | -$24.1K | 0.01% | 374 |
|
|
2024
Q1 | $576K | Buy |
6,317
+797
| +14% | +$72.7K | 0.02% | 384 |
|
|
2023
Q4 | $437K | Sell |
5,520
-37
| -0.7% | -$2.93K | 0.01% | 387 |
|
|
2023
Q3 | $401K | Buy |
5,557
+36
| +0.7% | +$2.6K | 0.02% | 371 |
|
|
2023
Q2 | $414K | Buy |
5,521
+65
| +1% | +$4.88K | 0.02% | 375 |
|
|
2023
Q1 | $390K | Buy |
5,456
+299
| +6% | +$21.4K | 0.02% | 377 |
|
|
2022
Q4 | $352K | Buy |
5,157
+501
| +11% | +$34.2K | 0.02% | 382 |
|
|
2022
Q3 | $293K | Buy |
4,656
+1,160
| +33% | +$73K | 0.02% | 384 |
|
|
2022
Q2 | $223K | Hold |
3,496
| – | – | 0.01% | 443 |
|
|
2022
Q1 | $270K | Hold |
3,496
| – | – | 0.01% | 424 |
|
|
2021
Q4 | $298K | Hold |
3,496
| – | – | 0.01% | 417 |
|
|
2021
Q3 | $277K | Hold |
3,496
| – | – | 0.01% | 408 |
|
|
2021
Q2 | $283K | Sell |
3,496
-484
| -12% | -$39.2K | 0.02% | 403 |
|
|
2021
Q1 | $312K | Hold |
3,980
| – | – | 0.02% | 353 |
|
|
2020
Q4 | $287K | Hold |
3,980
| – | – | 0.02% | 342 |
|
|
2020
Q3 | $238K | Buy |
+3,980
| New | +$238K | 0.02% | 317 |
|
|
2020
Q1 | – | Sell |
-3,980
| Closed | -$237K | – | 326 |
|
|
2019
Q4 | $237K | Buy |
+3,980
| New | +$237K | 0.02% | 295 |
|