Perfromance Wealth 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 | $2.6M | Sell |
28,576
-247
| -0.9% | -$22.5K | 0.08% | 43 |
|
|
2025
Q1 | $2.4M | Sell |
28,823
-5,458
| -16% | -$455K | 0.09% | 40 |
|
|
2024
Q4 | $3.12M | Sell |
34,281
-2,169
| -6% | -$197K | 0.1% | 33 |
|
|
2024
Q3 | $3.35M | Sell |
36,450
-2,400
| -6% | -$221K | 0.12% | 31 |
|
|
2024
Q2 | $3.42M | Sell |
38,850
-2,246
| -5% | -$198K | 0.13% | 29 |
|
|
2024
Q1 | $3.75M | Sell |
41,096
-4,629
| -10% | -$422K | 0.16% | 39 |
|
|
2023
Q4 | $3.62M | Sell |
45,725
-5,877
| -11% | -$466K | 0.16% | 45 |
|
|
2023
Q3 | $3.73M | Sell |
51,602
-1,322
| -2% | -$95.5K | 0.18% | 46 |
|
|
2023
Q2 | $3.94M | Sell |
52,924
-4,190
| -7% | -$312K | 0.18% | 42 |
|
|
2023
Q1 | $4.08M | Sell |
57,114
-3,767
| -6% | -$269K | 0.21% | 38 |
|
|
2022
Q4 | $4.16M | Sell |
60,881
-3,636
| -6% | -$248K | 0.25% | 33 |
|
|
2022
Q3 | $4.07M | Sell |
64,517
-1,043
| -2% | -$65.7K | 0.24% | 33 |
|
|
2022
Q2 | $4.18M | Sell |
65,560
-1,409
| -2% | -$89.8K | 0.23% | 35 |
|
|
2022
Q1 | $5.18M | Sell |
66,969
-6,571
| -9% | -$508K | 0.23% | 37 |
|
|
2021
Q4 | $6.27M | Buy |
+73,540
| New | +$6.27M | 0.25% | 38 |
|