Peachtree Investment Partners’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 | $138K | Buy |
1,513
+1
| +0.1% | +$91 | 0.05% | 98 |
|
|
2025
Q1 | $126K | Sell |
1,512
-295
| -16% | -$24.6K | 0.05% | 94 |
|
|
2024
Q4 | $164K | Buy |
1,807
+2
| +0.1% | +$182 | 0.06% | 82 |
|
|
2024
Q3 | $166K | Buy |
1,805
+78
| +5% | +$7.17K | 0.06% | 86 |
|
|
2024
Q2 | $152K | Buy |
1,727
+2
| +0.1% | +$176 | 0.06% | 77 |
|
|
2024
Q1 | $157K | Sell |
1,725
-242
| -12% | -$22.1K | 0.06% | 77 |
|
|
2023
Q4 | $156K | Sell |
1,967
-52
| -3% | -$4.12K | 0.06% | 86 |
|
|
2023
Q3 | $146K | Sell |
2,019
-36
| -2% | -$2.6K | 0.07% | 84 |
|
|
2023
Q2 | $154K | Buy |
2,055
+3
| +0.1% | +$225 | 0.07% | 90 |
|
|
2023
Q1 | $147K | Sell |
2,052
-277
| -12% | -$19.8K | 0.09% | 77 |
|
|
2022
Q4 | $159K | Buy |
2,329
+3
| +0.1% | +$205 | 0.1% | 79 |
|
|
2022
Q3 | $147K | Hold |
2,326
| – | – | 0.1% | 75 |
|
|
2022
Q2 | $148K | Buy |
2,326
+2
| +0.1% | +$127 | 0.09% | 79 |
|
|
2022
Q1 | $180K | Sell |
2,324
-192
| -8% | -$14.9K | 0.08% | 88 |
|
|
2021
Q4 | $215K | Sell |
2,516
-235
| -9% | -$20.1K | 0.09% | 85 |
|
|
2021
Q3 | $218K | Sell |
2,751
-200
| -7% | -$15.8K | 0.11% | 72 |
|
|
2021
Q2 | $239K | Buy |
2,951
+3
| +0.1% | +$243 | 0.12% | 73 |
|
|
2021
Q1 | $231K | Hold |
2,948
| – | – | 0.13% | 68 |
|
|
2020
Q4 | $213K | Sell |
2,948
-728
| -20% | -$52.6K | 0.12% | 69 |
|
|
2020
Q3 | $220K | Sell |
3,676
-944
| -20% | -$56.5K | 0.15% | 61 |
|
|
2020
Q2 | $259K | Sell |
4,620
-904
| -16% | -$50.7K | 0.21% | 53 |
|
|
2020
Q1 | $246K | Sell |
5,524
-668
| -11% | -$29.7K | 0.25% | 48 |
|
|
2019
Q4 | $369K | Buy |
6,192
+20
| +0.3% | +$1.19K | 0.25% | 49 |
|
|
2019
Q3 | $345K | Sell |
6,172
-872
| -12% | -$48.7K | 0.27% | 52 |
|
|
2019
Q2 | $398K | Sell |
7,044
-204
| -3% | -$11.5K | 0.31% | 53 |
|
|
2019
Q1 | $397K | Sell |
7,248
-356
| -5% | -$19.5K | 0.33% | 44 |
|
|
2018
Q4 | $364K | Buy |
+7,604
| New | +$364K | 0.41% | 42 |
|