Private Wealth Advisors (Pennsylvania)’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
2020 Q1	–	Sell	-16,488	Closed	-$992K	–	110
2019 Q4	$992K	Buy	16,488 +8,260	+100%	+$497K	0.53%	52
2019 Q3	$460K	Sell	8,228 -9,784	-54%	-$547K	0.23%	93
2019 Q2	$1.02M	Hold	18,012	–	–	0.36%	69
2019 Q1	$987K	Hold	18,012	–	–	0.37%	65
2018 Q4	$861K	Buy	18,012 +1,348	+8%	+$64.4K	0.37%	67
2018 Q3	$970K	Sell	16,664 -480	-3%	-$27.9K	0.36%	70
2018 Q2	$963K	Hold	17,144	–	–	0.38%	67
2018 Q1	$936K	Sell	17,144 -320	-2%	-$17.5K	0.38%	72
2017 Q4	$942K	Buy	17,464 +772	+5%	+$41.6K	0.36%	72
2017 Q3	$844K	Hold	16,692	–	–	0.35%	73
2017 Q2	$820K	Buy	16,692 +1,360	+9%	+$66.8K	0.35%	74
2017 Q1	$732K	Buy	15,332 +680	+5%	+$32.5K	0.33%	78
2016 Q4	$667K	Sell	14,652 -1,812	-11%	-$82.5K	0.31%	78
2016 Q3	$719K	Hold	16,464	–	–	0.34%	76
2016 Q2	$696K	Sell	16,464 -1,200	-7%	-$50.7K	0.34%	76
2016 Q1	$718K	Sell	17,664 -172	-1%	-$6.99K	0.38%	72
2015 Q4	$718K	Hold	17,836	–	–	0.4%	68
2015 Q3	$700K	Hold	17,836	–	–	0.35%	83
2015 Q2	$756K	Hold	17,836	–	–	0.34%	78
2015 Q1	$765K	Sell	17,836 -4,660	-21%	-$200K	0.36%	72
2014 Q4	$898K	Hold	22,496	–	–	0.43%	63
2014 Q3	$852K	Hold	22,496	–	–	0.45%	67
2014 Q2	$883K	Hold	22,496	–	–	0.45%	68
2014 Q1	$860K	Sell	22,496 -200	-0.9%	-$7.65K	0.47%	68
2013 Q4	$852K	Sell	22,696 -488	-2%	-$18.3K	0.47%	67
2013 Q3	$806K	Hold	23,184	–	–	0.48%	63
2013 Q2	$747K	Buy	+23,184	New	+$747K	0.46%	63