Mount Yale Investment 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 | $28.9K | Buy |
+318
| New | +$28.9K | ﹤0.01% | 961 |
|
|
2025
Q1 | – | Sell |
-17,200
| Closed | -$1.56M | – | 549 |
|
|
2024
Q4 | $1.56M | Buy |
+17,200
| New | +$1.56M | 0.13% | 147 |
|
|
2024
Q1 | – | Sell |
-35,610
| Closed | -$2.82M | – | 546 |
|
|
2023
Q4 | $2.82M | Buy |
+35,610
| New | +$2.82M | 0.27% | 90 |
|
|
2023
Q1 | – | Sell |
-57,546
| Closed | -$3.93M | – | 502 |
|
|
2022
Q4 | $3.93M | Buy |
+57,546
| New | +$3.93M | 0.45% | 58 |
|
|
2022
Q1 | – | Sell |
-14,791
| Closed | -$1.26M | – | 479 |
|
|
2021
Q4 | $1.26M | Buy |
+14,791
| New | +$1.26M | 0.13% | 172 |
|
|
2021
Q1 | – | Sell |
-8,773
| Closed | -$634K | – | 424 |
|
|
2020
Q4 | $634K | Buy |
+8,773
| New | +$634K | 0.09% | 226 |
|
|
2018
Q4 | – | Sell |
-1,144
| Closed | -$62K | – | 521 |
|
|
2018
Q3 | $62K | Hold |
1,144
| – | – | 0.01% | 564 |
|
|
2018
Q2 | $64K | Hold |
1,144
| – | – | 0.01% | 586 |
|
|
2018
Q1 | $62K | Buy |
+1,144
| New | +$62K | 0.01% | 576 |
|