National Wealth Management Group’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
2024 Q1	–	Sell	-10,118	Closed	-$802K	–	144
2023 Q4	$802K	Sell	10,118 -2,935	-22%	-$233K	0.78%	35
2023 Q3	$943K	Buy	13,053 +1,706	+15%	+$123K	1.03%	29
2023 Q2	$869K	Buy	+11,347	New	+$869K	0.9%	33