Novak & Powell Financial Services’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 | $559K | Sell |
6,148
-10,490
| -63% | -$954K | 0.39% | 61 |
|
|
2025
Q1 | $1.39M | Sell |
16,638
-1,776
| -10% | -$148K | 0.86% | 29 |
|
|
2024
Q4 | $1.67M | Sell |
18,414
-103
| -0.6% | -$9.37K | 1% | 22 |
|
|
2024
Q3 | $1.7M | Sell |
18,517
-44
| -0.2% | -$4.05K | 0.99% | 27 |
|
|
2024
Q2 | $1.64M | Buy |
18,561
+11,169
| +151% | +$984K | 1.02% | 26 |
|
|
2024
Q1 | $675K | Sell |
7,392
-11,025
| -60% | -$1.01M | 0.5% | 51 |
|
|
2023
Q4 | $1.45M | Buy |
+18,417
| New | +$1.45M | 0.97% | 30 |
|