Montag & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
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|
2025
Q1 | $104K | Sell |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $143K | Hold |
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|
2022
Q3 | $132K | Hold |
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|
2022
Q2 | $134K | Hold |
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|
2022
Q1 | $162K | Hold |
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|
2021
Q4 | $179K | Hold |
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|
2021
Q3 | $166K | Hold |
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|
2021
Q2 | $170K | Hold |
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|
2021
Q1 | $165K | Hold |
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|
2020
Q4 | $152K | Buy |
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