OWA
Outlook Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
8,064
-824
| -9% | -$75K | 0.19% | 105 |
|
|
2025
Q1 | $740K | Hold |
8,888
| – | – | 0.21% | 98 |
|
|
2024
Q4 | $808K | Hold |
8,888
| – | – | 0.23% | 90 |
|
|
2024
Q3 | $817K | Hold |
8,888
| – | – | 0.23% | 83 |
|
|
2024
Q2 | $1.48M | Hold |
8,888
| – | – | 0.46% | 42 |
|
|
2024
Q1 | $811K | Sell |
8,888
-28
| -0.3% | -$2.56K | 0.25% | 80 |
|
|
2023
Q4 | $706K | Buy |
8,916
+28
| +0.3% | +$2.22K | 0.25% | 84 |
|
|
2023
Q3 | $642K | Hold |
8,888
| – | – | 0.25% | 105 |
|
|
2023
Q2 | $667K | Hold |
8,888
| – | – | 0.25% | 108 |
|
|
2023
Q1 | $636K | Hold |
8,888
| – | – | 0.28% | 93 |
|
|
2022
Q4 | $607K | Sell |
8,888
-8,847
| -50% | -$604K | 0.29% | 96 |
|
|
2022
Q3 | $1.12M | Sell |
17,735
-227
| -1% | -$14.3K | 0.5% | 47 |
|
|
2022
Q2 | $1.15M | Sell |
17,962
-622
| -3% | -$39.7K | 0.47% | 56 |
|
|
2022
Q1 | $1.44M | Sell |
18,584
-64
| -0.3% | -$4.94K | 0.48% | 53 |
|
|
2021
Q4 | $1.59M | Sell |
18,648
-488
| -3% | -$41.6K | 0.47% | 47 |
|
|
2021
Q3 | $1.52M | Sell |
19,136
-1,154
| -6% | -$91.4K | 0.5% | 50 |
|
|
2021
Q2 | $1.64M | Sell |
20,290
-6,377
| -24% | -$516K | 0.53% | 46 |
|
|
2021
Q1 | $2.09M | Sell |
26,667
-350
| -1% | -$27.4K | 0.73% | 34 |
|
|
2020
Q4 | $1.95M | Buy |
27,017
+20,052
| +288% | +$1.45M | 0.71% | 34 |
|
|
2020
Q3 | $1.67M | Sell |
6,965
-459
| -6% | -$110K | 0.66% | 38 |
|
|
2020
Q2 | $1.66M | Sell |
7,424
-252
| -3% | -$56.4K | 0.7% | 40 |
|
|
2020
Q1 | $1.37M | Sell |
7,676
-448
| -6% | -$80K | 0.77% | 33 |
|
|
2019
Q4 | $1.94M | Sell |
8,124
-2
| -0% | -$476 | 1.09% | 22 |
|
|
2019
Q3 | $1.82M | Sell |
8,126
-796
| -9% | -$178K | 1.08% | 25 |
|
|
2019
Q2 | $2.02M | Buy |
8,922
+3,604
| +68% | +$815K | 1.33% | 19 |
|
|
2019
Q1 | $1.17M | Buy |
5,318
+4,410
| +486% | +$967K | 0.96% | 25 |
|
|
2018
Q4 | $1.74M | Buy |
+908
| New | +$1.74M | 0.79% | 28 |
|