Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,540
| Closed | -$274K | – | 26 |
|
|
2022
Q1 | $274K | Hold |
3,540
| – | – | 0.12% | 67 |
|
|
2021
Q4 | $302K | Hold |
3,540
| – | – | 0.12% | 66 |
|
|
2021
Q3 | $280K | Hold |
3,540
| – | – | 0.12% | 62 |
|
|
2021
Q2 | $286K | Hold |
3,540
| – | – | 0.12% | 62 |
|
|
2021
Q1 | $277K | Hold |
3,540
| – | – | 0.13% | 59 |
|
|
2020
Q4 | $256K | Hold |
3,540
| – | – | 0.12% | 57 |
|
|
2020
Q3 | $212K | Buy |
+3,540
| New | +$212K | 0.11% | 66 |
|
|
2020
Q2 | – | Sell |
-5,200
| Closed | -$232K | – | 66 |
|
|
2020
Q1 | $232K | Sell |
5,200
-760
| -13% | -$33.9K | 0.14% | 55 |
|
|
2019
Q4 | $355K | Hold |
5,960
| – | – | 0.15% | 49 |
|
|
2019
Q3 | $334K | Hold |
5,960
| – | – | 0.15% | 51 |
|
|
2019
Q2 | $337K | Hold |
5,960
| – | – | 0.16% | 47 |
|
|
2019
Q1 | $326K | Buy |
+5,960
| New | +$326K | 0.17% | 46 |
|