MSWM
Mowery & Schoenfeld Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
13,200
| – | – | 1.82% | 9 |
|
|
2025
Q1 | $1.1M | Hold |
13,200
| – | – | 2.15% | 9 |
|
|
2024
Q4 | $1.2M | Hold |
13,200
| – | – | 2.33% | 7 |
|
|
2024
Q3 | $1.21M | Hold |
13,200
| – | – | 1.92% | 11 |
|
|
2024
Q2 | $1.16M | Hold |
13,200
| – | – | 1.67% | 10 |
|
|
2024
Q1 | $1.2M | Hold |
13,200
| – | – | 2.32% | 9 |
|
|
2023
Q4 | $1.05M | Buy |
+13,200
| New | +$1.05M | 2.11% | 8 |
|