PFA
Plotkin Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
2,644
| – | – | 0.13% | 81 |
|
|
2025
Q1 | $220K | Hold |
2,644
| – | – | 0.14% | 83 |
|
|
2024
Q4 | $240K | Hold |
2,644
| – | – | 0.14% | 80 |
|
|
2024
Q3 | $243K | Hold |
2,644
| – | – | 0.15% | 82 |
|
|
2024
Q2 | $233K | Hold |
2,644
| – | – | 0.15% | 79 |
|
|
2024
Q1 | $241K | Hold |
2,644
| – | – | 0.16% | 80 |
|
|
2023
Q4 | $209K | Buy |
+2,644
| New | +$209K | 0.16% | 80 |
|
|
2022
Q2 | – | Sell |
-2,644
| Closed | -$204K | – | 77 |
|
|
2022
Q1 | $204K | Hold |
2,644
| – | – | 0.14% | 75 |
|
|
2021
Q4 | $225K | Hold |
2,644
| – | – | 0.14% | 79 |
|
|
2021
Q3 | $209K | Hold |
2,644
| – | – | 0.12% | 88 |
|
|
2021
Q2 | $214K | Hold |
2,644
| – | – | 0.12% | 96 |
|
|
2021
Q1 | $207K | Buy |
+2,644
| New | +$207K | 0.13% | 76 |
|
|
2020
Q3 | – | Sell |
-1,517
| Closed | -$340K | – | 66 |
|
|
2020
Q2 | $340K | Sell |
1,517
-110
| -7% | -$24.6K | 0.29% | 42 |
|
|
2020
Q1 | $290K | Sell |
1,627
-1,153
| -41% | -$206K | 0.35% | 42 |
|
|
2019
Q4 | $662K | Buy |
+2,780
| New | +$662K | 0.62% | 32 |
|