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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Hold |
5,051
| – | – | 0.06% | 140 |
|
|
2025
Q1 | $421K | Hold |
5,051
| – | – | 0.06% | 144 |
|
|
2024
Q4 | $459K | Hold |
5,051
| – | – | 0.07% | 131 |
|
|
2024
Q3 | $464K | Hold |
5,051
| – | – | 0.07% | 127 |
|
|
2024
Q2 | $445K | Hold |
5,051
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $461K | Sell |
5,051
-27
| -0.5% | -$2.46K | 0.08% | 122 |
|
|
2023
Q4 | $402K | Buy |
5,078
+27
| +0.5% | +$2.14K | 0.07% | 126 |
|
|
2023
Q3 | $365K | Hold |
5,051
| – | – | 0.07% | 126 |
|
|
2023
Q2 | $379K | Hold |
5,051
| – | – | 0.07% | 123 |
|
|
2023
Q1 | $361K | Hold |
5,051
| – | – | 0.08% | 124 |
|
|
2022
Q4 | $345K | Buy |
+5,051
| New | +$345K | 0.1% | 125 |
|