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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,361
| Closed | -$397K | – | 72 |
|
|
2024
Q4 | $397K | Hold |
4,361
| – | – | 0.11% | 50 |
|
|
2024
Q3 | $401K | Hold |
4,361
| – | – | 0.12% | 49 |
|
|
2024
Q2 | $384K | Hold |
4,361
| – | – | 0.11% | 51 |
|
|
2024
Q1 | $398K | Hold |
4,361
| – | – | 0.12% | 46 |
|
|
2023
Q4 | $345K | Hold |
4,361
| – | – | 0.12% | 46 |
|
|
2023
Q3 | $315K | Hold |
4,361
| – | – | 0.13% | 51 |
|
|
2023
Q2 | $327K | Hold |
4,361
| – | – | 0.14% | 47 |
|
|
2023
Q1 | $312K | Hold |
4,361
| – | – | 0.14% | 51 |
|
|
2022
Q4 | $298K | Sell |
4,361
-716
| -14% | -$48.9K | 0.14% | 49 |
|
|
2022
Q3 | $320K | Buy |
5,077
+716
| +16% | +$45.1K | 0.18% | 51 |
|
|
2022
Q2 | $278K | Sell |
4,361
-716
| -14% | -$45.6K | 0.16% | 54 |
|
|
2022
Q1 | $392K | Hold |
5,077
| – | – | 0.2% | 45 |
|
|
2021
Q4 | $433K | Hold |
5,077
| – | – | 0.22% | 44 |
|
|
2021
Q3 | $402K | Hold |
5,077
| – | – | 0.22% | 48 |
|
|
2021
Q2 | $411K | Hold |
5,077
| – | – | 0.26% | 48 |
|
|
2021
Q1 | $398K | Buy |
5,077
+1,305
| +35% | +$102K | 0.28% | 44 |
|
|
2020
Q4 | $272K | Buy |
+3,772
| New | +$272K | 0.21% | 51 |
|