Oxinas Partners 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
Q2 | – | Sell |
-6,110
| Closed | -$509K | – | 126 |
|
2025
Q1 | $509K | Sell |
6,110
-1,125
| -16% | -$93.7K | 0.3% | 72 |
|
2024
Q4 | $658K | Sell |
7,235
-112
| -2% | -$10.2K | 0.39% | 61 |
|
2024
Q3 | $675K | Sell |
7,347
-1,034
| -12% | -$95.1K | 0.41% | 62 |
|
2024
Q2 | $738K | Sell |
8,381
-78
| -0.9% | -$6.87K | 0.49% | 55 |
|
2024
Q1 | $772K | Buy |
8,459
+1,571
| +23% | +$143K | 0.5% | 50 |
|
2023
Q4 | $546K | Buy |
6,888
+760
| +12% | +$60.2K | 0.39% | 59 |
|
2023
Q3 | $443K | Sell |
6,128
-925
| -13% | -$66.8K | 0.33% | 60 |
|
2023
Q2 | $529K | Sell |
7,053
-374
| -5% | -$28.1K | 0.35% | 61 |
|
2023
Q1 | $531K | Buy |
+7,427
| New | +$531K | 0.38% | 60 |
|