Mosaic Family Wealth Partners’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 | $460K | Hold |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $459K | Hold |
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|
2024
Q3 | $464K | Hold |
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $379K | Hold |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $345K | Buy |
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