Peterson Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $724K | Buy |
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|
2025
Q2 | $688K | Sell |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $653K | Buy |
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|
2024
Q1 | $675K | Buy |
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|
2023
Q4 | $584K | Buy |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $411K | Buy |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $388K | Buy |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $366K | Buy |
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|
2019
Q1 | $364K | Buy |
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|
2018
Q4 | $308K | Buy |
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|
2018
Q3 | $373K | Sell |
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|
2018
Q2 | $378K | Sell |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $202K | Buy |
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