Oakwell Private Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $384K | Hold |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $392K | Hold |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $402K | Hold |
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|
2021
Q2 | $411K | Hold |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $272K | Buy |
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