Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-309,238
| Closed | -$22.3M | – | 32 |
|
|
2020
Q4 | $22.3M | Sell |
309,238
-89,962
| -23% | -$6.5M | 10.73% | 4 |
|
|
2020
Q3 | $23.9M | Buy |
399,200
+270,224
| +210% | +$16.2M | 13.73% | 5 |
|
|
2020
Q2 | $7.22M | Buy |
+128,976
| New | +$7.22M | 4.2% | 9 |
|
|
2018
Q3 | – | Sell |
-270,624
| Closed | -$15.2M | – | 27 |
|
|
2018
Q2 | $15.2M | Buy |
270,624
+151,564
| +127% | +$8.52M | 7.94% | 7 |
|
|
2018
Q1 | $6.34M | Sell |
119,060
-328,464
| -73% | -$17.5M | 3.35% | 5 |
|
|
2017
Q4 | $24.1M | Buy |
447,524
+318,684
| +247% | +$17.2M | 12.42% | 3 |
|
|
2017
Q3 | $6.52M | Buy |
+128,840
| New | +$6.52M | 3.69% | 14 |
|
|
2016
Q1 | – | Sell |
-301,564
| Closed | -$12.1M | – | 165 |
|
|
2015
Q4 | $12.1M | Sell |
301,564
-69,768
| -19% | -$2.81M | 7.37% | 9 |
|
|
2015
Q3 | $14.6M | Buy |
371,332
+80,204
| +28% | +$3.15M | 11.1% | 4 |
|
|
2015
Q2 | $12.3M | Buy |
+291,128
| New | +$12.3M | 9.29% | 8 |
|