Octavia Wealth Advisors’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 | $659K | Sell |
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|
2025
Q1 | $669K | Buy |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $737K | Buy |
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|
2024
Q2 | $707K | Buy |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $643K | Buy |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $490K | Sell |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $628K | Sell |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $694K | Sell |
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|
2021
Q2 | $735K | Sell |
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|
2021
Q1 | $801K | Sell |
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|
2020
Q4 | $798K | Buy |
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