Presilium Private Wealth’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 | – | Sell |
-8,275
| Closed | -$689K | – | 75 |
|
|
2025
Q1 | $689K | Sell |
8,275
-1,579
| -16% | -$131K | 0.15% | 42 |
|
|
2024
Q4 | $896K | Sell |
9,854
-14
| -0.1% | -$1.27K | 0.21% | 38 |
|
|
2024
Q3 | $907K | Sell |
9,868
-284
| -3% | -$26.1K | 0.21% | 37 |
|
|
2024
Q2 | $894K | Hold |
10,152
| – | – | 0.23% | 37 |
|
|
2024
Q1 | $926K | Sell |
10,152
-3
| -0% | -$274 | 0.25% | 34 |
|
|
2023
Q4 | $804K | Buy |
+10,155
| New | +$804K | 0.23% | 35 |
|