Omega Financial Group’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
2020
Q1
Sell
-7,796
Closed -$464K 57
2019
Q4
$464K Sell
7,796
-40
-0.5% -$2.38K 0.3% 50
2019
Q3
$439K Sell
7,836
-116
-1% -$6.5K 0.31% 50
2019
Q2
$450K Sell
7,952
-160
-2% -$9.05K 0.33% 49
2019
Q1
$444K Hold
8,112
0.33% 51
2018
Q4
$388K Buy
+8,112
New +$388K 0.34% 48