Planning Capital Management Corporation’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
Q3
$619K Sell
6,737
-1,292
-16% -$119K 0.41% 45
2024
Q2
$707K Buy
8,029
+9
+0.1% +$793 0.5% 38
2024
Q1
$732K Buy
8,020
+1,788
+29% +$163K 0.53% 39
2023
Q4
$494K Buy
+6,232
New +$494K 0.39% 42