Montecito Bank & Trust’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
Q3 | $763K | Buy |
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|
2025
Q1 | $678K | Hold |
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|
2024
Q4 | $740K | Hold |
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|
2024
Q3 | $748K | Sell |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $793K | Sell |
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|
2023
Q4 | $709K | Sell |
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|
2023
Q3 | $653K | Sell |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $662K | Hold |
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|
2022
Q4 | $632K | Sell |
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|
2022
Q3 | $589K | Sell |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $801K | Hold |
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|
2021
Q4 | $884K | Sell |
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|
2021
Q3 | $860K | Sell |
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|
2021
Q2 | $887K | Hold |
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|
2021
Q1 | $859K | Sell |
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|
2020
Q4 | $826K | Sell |
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|
2020
Q3 | $699K | Sell |
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|
2020
Q2 | $728K | Hold |
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|
2020
Q1 | $580K | Sell |
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|
2019
Q4 | $786K | Hold |
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|
2019
Q3 | $739K | Sell |
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|
2019
Q2 | $936K | Sell |
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|
2019
Q1 | $939K | Sell |
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|
2018
Q4 | $858K | Sell |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $836K | Buy |
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|
2018
Q1 | $536K | Hold |
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|
2017
Q4 | $530K | Sell |
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|
2017
Q3 | $506K | Sell |
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|
2017
Q2 | $552K | Sell |
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|
2017
Q1 | $730K | Buy |
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|
2016
Q4 | $478K | Hold |
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|
2016
Q3 | $458K | Hold |
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|
2016
Q2 | $444K | Hold |
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|
2016
Q1 | $427K | Hold |
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|
2015
Q4 | $422K | Sell |
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|
2015
Q3 | $429K | Sell |
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|
2015
Q2 | $563K | Hold |
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|
2015
Q1 | $563K | Sell |
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|
2014
Q4 | $592K | Buy |
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|
2014
Q3 | $442K | Sell |
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|
2014
Q2 | $467K | Buy |
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|
2014
Q1 | $275K | Sell |
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|
2013
Q4 | $332K | Buy |
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|
2013
Q3 | $205K | Buy |
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