Oakworth Capital’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
         Q2  | $822K | Hold | 
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        2025
         Q1  | $753K | Hold | 
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        2024
         Q4  | $822K | Sell | 
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| 
        
          
      
        2024
         Q3  | $836K | Buy | 
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| 
        
          
      
        2024
         Q2  | $705K | Sell | 
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| 
        
          
      
        2024
         Q1  | $734K | Sell | 
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| 
        
          
      
        2023
         Q4  | $637K | Sell | 
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| 
        
          
      
        2023
         Q3  | $585K | Buy | 
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| 
        
          
      
        2023
         Q2  | $582K | Sell | 
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| 
        
          
      
        2023
         Q1  | $567K | Hold | 
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| 
        
          
      
        2022
         Q4  | $541K | Hold | 
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| 
        
          
      
        2022
         Q3  | $500K | Sell | 
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| 
        
          
      
        2022
         Q2  | $519K | Hold | 
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| 
        
          
      
        2022
         Q1  | $629K | Hold | 
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| 
        
          
      
        2021
         Q4  | $694K | Sell | 
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| 
        
          
      
        2021
         Q3  | $645K | Sell | 
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| 
        
          
      
        2021
         Q2  | $675K | Sell | 
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| 
        
          
      
        2021
         Q1  | $663K | Sell | 
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| 
        
          
      
        2020
         Q4  | $623K | Sell | 
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| 
        
          
      
        2020
         Q3  | $569K | Sell | 
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| 
        
          
      
        2020
         Q2  | $551K | Hold | 
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| 
        
          
      
        2020
         Q1  | $439K | Hold | 
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| 
        
          
      
        2019
         Q4  | $585K | Sell | 
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| 
        
          
      
        2019
         Q3  | $566K | Hold | 
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| 
        
          
      
        2019
         Q2  | $572K | Sell | 
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| 
        
          
      
        2019
         Q1  | $558K | Buy | 
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| 
        
          
      
        2018
         Q4  | $472K | Sell | 
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| 
        
          
      
        2018
         Q3  | $590K | Sell | 
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| 
        
          
      
        2018
         Q2  | $573K | Buy | 
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| 
        
          
      
        2018
         Q1  | $547K | Hold | 
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| 
        
          
      
        2017
         Q4  | $550K | Sell | 
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| 
        
          
      
        2017
         Q3  | $518K | Sell | 
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| 
        
          
      
        2017
         Q2  | $532K | Sell | 
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| 
        
          
      
        2017
         Q1  | $544K | Buy | 
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| 
        
          
      
        2016
         Q4  | $481K | Buy | 
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| 
        
          
      
        2016
         Q3  | $467K | Buy | 
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| 
        
          
      
        2016
         Q2  | $429K | Buy | 
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| 
        
          
      
        2016
         Q1  | $354K | Buy | 
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| 
        
          
      
        2015
         Q4  | $343K | Buy | 
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