Planned Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,884
| Closed | -$541K | – | 359 |
|
|
2024
Q3 | $541K | Hold |
5,884
| – | – | 0.22% | 46 |
|
|
2024
Q2 | $518K | Hold |
5,884
| – | – | 0.25% | 42 |
|
|
2024
Q1 | $537K | Hold |
5,884
| – | – | 0.26% | 46 |
|
|
2023
Q4 | $466K | Hold |
5,884
| – | – | 0.22% | 44 |
|
|
2023
Q3 | $425K | Hold |
5,884
| – | – | 0.26% | 45 |
|
|
2023
Q2 | $441K | Hold |
5,884
| – | – | 0.26% | 46 |
|
|
2023
Q1 | $421K | Hold |
5,884
| – | – | 0.27% | 44 |
|
|
2022
Q4 | $402K | Hold |
5,884
| – | – | 0.29% | 42 |
|
|
2022
Q3 | $371K | Buy |
+5,884
| New | +$371K | 0.31% | 40 |
|
|
2022
Q1 | – | Sell |
-5,884
| Closed | -$502K | – | 73 |
|
|
2021
Q4 | $502K | Buy |
+5,884
| New | +$502K | 0.34% | 40 |
|
|
2021
Q2 | $476K | Hold |
5,884
| – | – | 0.33% | 37 |
|
|
2021
Q1 | $461K | Sell |
5,884
-400
| -6% | -$31.3K | 0.36% | 33 |
|
|
2020
Q4 | $454K | Buy |
+6,284
| New | +$454K | 0.36% | 30 |
|