Moss Adams 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
2023
Q4
Sell
-400
Closed -$29K 145
2023
Q3
$29K Hold
400
0.01% 129
2023
Q2
$30K Sell
400
-140
-26% -$10.5K 0.01% 115
2023
Q1
$38.6K Hold
540
0.01% 114
2022
Q4
$36.9K Buy
+540
New +$36.9K 0.02% 128