Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,680
| Closed | -$220K | – | 95 |
|
|
2020
Q3 | $220K | Sell |
3,680
-516
| -12% | -$30.8K | 0.12% | 87 |
|
|
2020
Q2 | $235K | Buy |
+4,196
| New | +$235K | 0.14% | 78 |
|
|
2020
Q1 | – | Sell |
-75,532
| Closed | -$4.5M | – | 75 |
|
|
2019
Q4 | $4.5M | Buy |
75,532
+608
| +0.8% | +$36.2K | 2.29% | 5 |
|
|
2019
Q3 | $4.19M | Buy |
74,924
+1,144
| +2% | +$64K | 2.27% | 5 |
|
|
2019
Q2 | $4.19M | Sell |
73,780
-808
| -1% | -$45.8K | 2.26% | 5 |
|
|
2019
Q1 | $4.09M | Sell |
74,588
-820
| -1% | -$44.9K | 2.32% | 5 |
|
|
2018
Q4 | $3.61M | Buy |
75,408
+740
| +1% | +$35.4K | 2.25% | 5 |
|
|
2018
Q3 | $4.35M | Buy |
74,668
+7,044
| +10% | +$410K | 2.44% | 5 |
|
|
2018
Q2 | $3.8M | Sell |
67,624
-69,100
| -51% | -$3.88M | 2.64% | 5 |
|
|
2018
Q1 | $7.28M | Buy |
136,724
+2,476
| +2% | +$132K | 4.98% | 1 |
|
|
2017
Q4 | $7.24M | Buy |
+134,248
| New | +$7.24M | 5.11% | 2 |
|