Peterson 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 | $688K | Sell |
7,563
-710
| -9% | -$64.6K | 0.11% | 52 |
|
|
2025
Q1 | $622K | Buy |
8,273
+502
| +6% | +$37.8K | 0.12% | 49 |
|
|
2024
Q4 | $717K | Buy |
7,771
+17
| +0.2% | +$1.57K | 0.13% | 44 |
|
|
2024
Q3 | $713K | Buy |
7,754
+347
| +5% | +$31.9K | 0.13% | 41 |
|
|
2024
Q2 | $653K | Buy |
7,407
+11
| +0.1% | +$969 | 0.14% | 40 |
|
|
2024
Q1 | $675K | Buy |
7,396
+30
| +0.4% | +$2.74K | 0.14% | 38 |
|
|
2023
Q4 | $584K | Buy |
7,366
+443
| +6% | +$35.1K | 0.14% | 38 |
|
|
2023
Q3 | $500K | Buy |
6,923
+23
| +0.3% | +$1.66K | 0.13% | 41 |
|
|
2023
Q2 | $518K | Sell |
6,900
-87
| -1% | -$6.54K | 0.14% | 41 |
|
|
2023
Q1 | $500K | Sell |
6,987
-11
| -0.2% | -$787 | 0.14% | 43 |
|
|
2022
Q4 | $478K | Sell |
6,998
-11
| -0.2% | -$751 | 0.14% | 42 |
|
|
2022
Q3 | $442K | Buy |
7,009
+68
| +1% | +$4.29K | 0.15% | 44 |
|
|
2022
Q2 | $442K | Sell |
6,941
-108
| -2% | -$6.88K | 0.15% | 40 |
|
|
2022
Q1 | $545K | Buy |
7,049
+241
| +4% | +$18.6K | 0.16% | 40 |
|
|
2021
Q4 | $580K | Buy |
6,808
+13
| +0.2% | +$1.11K | 0.17% | 39 |
|
|
2021
Q3 | $538K | Sell |
6,795
-4
| -0.1% | -$317 | 0.18% | 37 |
|
|
2021
Q2 | $550K | Buy |
6,799
+9
| +0.1% | +$728 | 0.2% | 35 |
|
|
2021
Q1 | $532K | Sell |
6,790
-532
| -7% | -$41.7K | 0.22% | 34 |
|
|
2020
Q4 | $529K | Sell |
7,322
-6
| -0.1% | -$433 | 0.23% | 34 |
|
|
2020
Q3 | $438K | Sell |
7,328
-8
| -0.1% | -$478 | 0.22% | 34 |
|
|
2020
Q2 | $411K | Buy |
7,336
+1,520
| +26% | +$85.2K | 0.22% | 32 |
|
|
2020
Q1 | $259K | Sell |
5,816
-700
| -11% | -$31.2K | 0.17% | 44 |
|
|
2019
Q4 | $388K | Buy |
6,516
+20
| +0.3% | +$1.19K | 0.22% | 27 |
|
|
2019
Q3 | $364K | Buy |
6,496
+20
| +0.3% | +$1.12K | 0.22% | 28 |
|
|
2019
Q2 | $366K | Buy |
6,476
+16
| +0.2% | +$904 | 0.23% | 28 |
|
|
2019
Q1 | $364K | Buy |
6,460
+20
| +0.3% | +$1.13K | 0.24% | 27 |
|
|
2018
Q4 | $308K | Buy |
6,440
+32
| +0.5% | +$1.53K | 0.24% | 29 |
|
|
2018
Q3 | $373K | Sell |
6,408
-312
| -5% | -$18.2K | 0.27% | 28 |
|
|
2018
Q2 | $378K | Sell |
6,720
-80
| -1% | -$4.5K | 0.31% | 30 |
|
|
2018
Q1 | $371K | Buy |
6,800
+3,048
| +81% | +$166K | 0.31% | 32 |
|
|
2017
Q4 | $202K | Buy |
+3,752
| New | +$202K | 0.18% | 45 |
|