PCG Wealth Advisors’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 | $421K | Buy |
4,626
+4
| +0.1% | +$364 | 0.22% | 60 |
|
|
2025
Q1 | $385K | Buy |
4,622
+105
| +2% | +$8.74K | 0.13% | 100 |
|
|
2024
Q4 | $411K | Buy |
4,517
+13
| +0.3% | +$1.18K | 0.15% | 94 |
|
|
2024
Q3 | $414K | Hold |
4,504
| – | – | 0.16% | 84 |
|
|
2024
Q2 | $397K | Buy |
4,504
+4
| +0.1% | +$352 | 0.17% | 81 |
|
|
2024
Q1 | $411K | Buy |
4,500
+3
| +0.1% | +$274 | 0.2% | 77 |
|
|
2023
Q4 | $356K | Sell |
4,497
-1,546
| -26% | -$122K | 0.2% | 74 |
|
|
2023
Q3 | $437K | Hold |
6,043
| – | – | 0.29% | 64 |
|
|
2023
Q2 | $453K | Buy |
6,043
+9
| +0.1% | +$675 | 0.28% | 69 |
|
|
2023
Q1 | $432K | Buy |
6,034
+11
| +0.2% | +$787 | 0.27% | 67 |
|
|
2022
Q4 | $411K | Sell |
6,023
-6,002
| -50% | -$410K | 0.26% | 73 |
|
|
2022
Q3 | $757K | Buy |
12,025
+6,029
| +101% | +$380K | 0.27% | 61 |
|
|
2022
Q2 | $382K | Buy |
5,996
+10
| +0.2% | +$637 | 0.27% | 59 |
|
|
2022
Q1 | $463K | Sell |
5,986
-1,565
| -21% | -$121K | 0.29% | 52 |
|
|
2021
Q4 | $643K | Buy |
+7,551
| New | +$643K | 0.45% | 41 |
|