Moller Wealth Partners’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
Q1
Sell
-5,280
Closed -$480K 68
2024
Q4
$480K Buy
5,280
+612
+13% +$55.7K 0.13% 42
2024
Q3
$429K Buy
4,668
+311
+7% +$28.6K 0.11% 42
2024
Q2
$384K Buy
+4,357
New +$384K 0.1% 45