Modern 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 | $255K | Sell |
2,805
-58
| -2% | -$5.28K | 0.01% | 645 |
|
|
2025
Q1 | $238K | Buy |
+2,863
| New | +$238K | 0.01% | 594 |
|
|
2024
Q4 | – | Sell |
-737,848
| Closed | -$67.8M | – | 588 |
|
|
2024
Q3 | $67.8M | Sell |
737,848
-31,192
| -4% | -$2.87M | 4.16% | 6 |
|
|
2024
Q2 | $67.8M | Buy |
+769,040
| New | +$67.8M | 5% | 5 |
|
|
2024
Q1 | – | Sell |
-411,951
| Closed | -$32.6M | – | 302 |
|
|
2023
Q4 | $32.6M | Buy |
+411,951
| New | +$32.6M | 4.12% | 6 |
|