Prosperity Planning’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 | $639K | Buy |
7,019
+24
| +0.3% | +$2.18K | 0.18% | 67 |
|
|
2025
Q1 | $583K | Sell |
6,995
-34
| -0.5% | -$2.83K | 0.18% | 68 |
|
|
2024
Q4 | $639K | Sell |
7,029
-51
| -0.7% | -$4.64K | 0.2% | 68 |
|
|
2024
Q3 | $651K | Sell |
7,080
-108
| -2% | -$9.93K | 0.21% | 69 |
|
|
2024
Q2 | $633K | Sell |
7,188
-40
| -0.6% | -$3.52K | 0.22% | 67 |
|
|
2024
Q1 | $660K | Buy |
7,228
+109
| +2% | +$9.95K | 0.23% | 60 |
|
|
2023
Q4 | $564K | Buy |
7,119
+152
| +2% | +$12K | 0.21% | 62 |
|
|
2023
Q3 | $503K | Sell |
6,967
-38
| -0.5% | -$2.75K | 0.21% | 65 |
|
|
2023
Q2 | $525K | Buy |
7,005
+10
| +0.1% | +$750 | 0.22% | 64 |
|
|
2023
Q1 | $500K | Sell |
6,995
-2
| -0% | -$143 | 0.22% | 63 |
|
|
2022
Q4 | $477K | Hold |
6,997
| – | – | 0.24% | 58 |
|
|
2022
Q3 | $441K | Buy |
6,997
+692
| +11% | +$43.6K | 0.23% | 62 |
|
|
2022
Q2 | $418K | Hold |
6,305
| – | – | 0.21% | 59 |
|
|
2022
Q1 | $495K | Hold |
6,305
| – | – | 0.24% | 55 |
|
|
2021
Q4 | $538K | Sell |
6,305
-47
| -0.7% | -$4.01K | 0.27% | 52 |
|
|
2021
Q3 | $503K | Sell |
6,352
-63
| -1% | -$4.99K | 0.27% | 52 |
|
|
2021
Q2 | $519K | Sell |
6,415
-424
| -6% | -$34.3K | 0.32% | 48 |
|
|
2021
Q1 | $536K | Buy |
6,839
+48
| +0.7% | +$3.76K | 0.38% | 46 |
|
|
2020
Q4 | $490K | Buy |
+6,791
| New | +$490K | 0.42% | 42 |
|