Plante Moran Financial 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 | $512K | Buy |
5,629
+2,504
| +80% | +$228K | 0.04% | 83 |
|
|
2025
Q1 | $260K | Hold |
3,125
| – | – | 0.02% | 142 |
|
|
2024
Q4 | $284K | Sell |
3,125
-47
| -1% | -$4.27K | 0.02% | 136 |
|
|
2024
Q3 | $292K | Buy |
3,172
+59
| +2% | +$5.42K | 0.02% | 134 |
|
|
2024
Q2 | $274K | Sell |
3,113
-71
| -2% | -$6.26K | 0.03% | 139 |
|
|
2024
Q1 | $291K | Buy |
3,184
+92
| +3% | +$8.4K | 0.03% | 128 |
|
|
2023
Q4 | $245K | Buy |
3,092
+2,700
| +689% | +$214K | 0.03% | 141 |
|
|
2023
Q3 | $28.3K | Sell |
392
-272
| -41% | -$19.6K | ﹤0.01% | 375 |
|
|
2023
Q2 | $49.8K | Hold |
664
| – | – | 0.01% | 302 |
|
|
2023
Q1 | $47.5K | Hold |
664
| – | – | 0.01% | 299 |
|
|
2022
Q4 | $45.4K | Hold |
664
| – | – | 0.01% | 320 |
|
|
2022
Q3 | $42K | Hold |
664
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $42K | Hold |
664
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $51K | Hold |
664
| – | – | 0.01% | 331 |
|
|
2021
Q4 | $57K | Buy |
664
+208
| +46% | +$17.9K | 0.01% | 338 |
|
|
2021
Q3 | $36K | Hold |
456
| – | – | 0.01% | 439 |
|
|
2021
Q2 | $37K | Hold |
456
| – | – | 0.01% | 428 |
|
|
2021
Q1 | $36K | Sell |
456
-960
| -68% | -$75.8K | 0.01% | 426 |
|
|
2020
Q4 | $102K | Hold |
1,416
| – | – | 0.03% | 249 |
|
|
2020
Q3 | $85K | Buy |
1,416
+1,228
| +653% | +$73.7K | 0.03% | 254 |
|
|
2020
Q2 | $11K | Hold |
188
| – | – | ﹤0.01% | 514 |
|
|
2020
Q1 | $8K | Hold |
188
| – | – | ﹤0.01% | 523 |
|
|
2019
Q4 | $11K | Hold |
188
| – | – | ﹤0.01% | 534 |
|
|
2019
Q3 | $11K | Hold |
188
| – | – | ﹤0.01% | 576 |
|
|
2019
Q2 | $11K | Hold |
188
| – | – | ﹤0.01% | 553 |
|
|
2019
Q1 | $10K | Sell |
188
-188
| -50% | -$10K | ﹤0.01% | 548 |
|
|
2018
Q4 | $18K | Buy |
376
+188
| +100% | +$9K | 0.01% | 439 |
|
|
2018
Q3 | $11K | Hold |
188
| – | – | ﹤0.01% | 485 |
|
|
2018
Q2 | $11K | Hold |
188
| – | – | 0.01% | 535 |
|
|
2018
Q1 | $10K | Hold |
188
| – | – | 0.01% | 603 |
|
|
2017
Q4 | $10K | Hold |
188
| – | – | 0.01% | 594 |
|
|
2017
Q3 | $10K | Hold |
188
| – | – | 0.01% | 542 |
|
|
2017
Q2 | $9K | Hold |
188
| – | – | 0.01% | 574 |
|
|
2017
Q1 | $9K | Hold |
188
| – | – | 0.01% | 586 |
|
|
2016
Q4 | $9K | Hold |
188
| – | – | 0.01% | 602 |
|
|
2016
Q3 | $8K | Hold |
188
| – | – | 0.01% | 617 |
|
|
2016
Q2 | $8K | Hold |
188
| – | – | 0.01% | 555 |
|
|
2016
Q1 | $8K | Hold |
188
| – | – | 0.01% | 513 |
|
|
2015
Q4 | $8K | Hold |
188
| – | – | 0.01% | 612 |
|
|
2015
Q3 | $7K | Hold |
188
| – | – | 0.01% | 528 |
|
|
2015
Q2 | $8K | Hold |
188
| – | – | 0.01% | 555 |
|
|
2015
Q1 | $8K | Hold |
188
| – | – | 0.01% | 545 |
|
|
2014
Q4 | $8K | Hold |
188
| – | – | 0.01% | 580 |
|
|
2014
Q3 | $7K | Buy |
+188
| New | +$7K | 0.01% | 616 |
|
|
2013
Q4 | – | Sell |
-2,160
| Closed | -$75K | – | 699 |
|
|
2013
Q3 | $75K | Hold |
2,160
| – | – | 0.05% | 147 |
|
|
2013
Q2 | $70K | Buy |
+2,160
| New | +$70K | 0.05% | 134 |
|