Moser Wealth Advisors’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 | $54.6K | Sell |
600
-240
| -29% | -$21.8K | 0.03% | 105 |
|
|
2025
Q1 | $70K | Hold |
840
| – | – | 0.04% | 97 |
|
|
2024
Q4 | $76.4K | Hold |
840
| – | – | 0.04% | 89 |
|
|
2024
Q3 | $77.2K | Hold |
840
| – | – | 0.04% | 90 |
|
|
2024
Q2 | $74K | Hold |
840
| – | – | 0.04% | 90 |
|
|
2024
Q1 | $76.7K | Hold |
840
| – | – | 0.04% | 93 |
|
|
2023
Q4 | $66.5K | Hold |
840
| – | – | 0.04% | 88 |
|
|
2023
Q3 | $60.7K | Hold |
840
| – | – | 0.04% | 82 |
|
|
2023
Q2 | $63K | Buy |
+840
| New | +$63K | 0.04% | 83 |
|
|
2022
Q4 | $57.4K | Hold |
840
| – | – | 0.04% | 86 |
|
|
2022
Q3 | $53K | Hold |
840
| – | – | 0.04% | 86 |
|
|
2022
Q2 | $54K | Hold |
840
| – | – | 0.04% | 89 |
|
|
2022
Q1 | $65K | Hold |
840
| – | – | 0.04% | 88 |
|
|
2021
Q4 | $72K | Hold |
840
| – | – | 0.04% | 85 |
|
|
2021
Q3 | $67K | Hold |
840
| – | – | 0.04% | 91 |
|
|
2021
Q2 | $68K | Hold |
840
| – | – | 0.04% | 91 |
|
|
2021
Q1 | $66K | Hold |
840
| – | – | 0.05% | 88 |
|
|
2020
Q4 | $61K | Hold |
840
| – | – | 0.05% | 83 |
|
|
2020
Q3 | $50K | Hold |
840
| – | – | 0.04% | 80 |
|
|
2020
Q2 | $47K | Hold |
840
| – | – | 0.04% | 80 |
|
|
2020
Q1 | $37K | Hold |
840
| – | – | 0.04% | 77 |
|
|
2019
Q4 | $50K | Buy |
+840
| New | +$50K | 0.05% | 86 |
|