ProVise Management Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Hold |
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|
2025
Q1 | $615K | Hold |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $685K | Sell |
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|
2024
Q2 | $678K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $2.43M | Buy |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $928K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.91M | Sell |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $731K | Buy |
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|
2020
Q2 | $504K | Hold |
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|
2020
Q1 | $401K | Hold |
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|
2019
Q4 | $535K | Sell |
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|
2019
Q3 | $585K | Hold |
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|
2019
Q2 | $592K | Hold |
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|
2019
Q1 | $573K | Hold |
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|
2018
Q4 | $500K | Hold |
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|
2018
Q3 | $609K | Hold |
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|
2018
Q2 | $588 | Hold |
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|
2018
Q1 | $571K | Sell |
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|
2017
Q4 | $586K | Hold |
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|
2017
Q3 | $549K | Sell |
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|
2017
Q2 | $579K | Sell |
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|
2017
Q1 | $581K | Sell |
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|
2016
Q4 | $552K | Hold |
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|
2016
Q3 | $532K | Sell |
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|
2016
Q2 | $561K | Sell |
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|
2016
Q1 | $1.62M | Hold |
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|
2015
Q4 | $1.61M | Sell |
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|
2015
Q3 | $1.78M | Buy |
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|
2015
Q2 | $1.63M | Hold |
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|
2015
Q1 | $1.65M | Buy |
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|
2014
Q4 | $1.52M | Sell |
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|
2014
Q3 | $1.45M | Buy |
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|
2014
Q2 | $1.5M | Sell |
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|
2014
Q1 | $2.22M | Buy |
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|
2013
Q4 | $1.75M | Buy |
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|
2013
Q3 | $1.21M | Sell |
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|
2013
Q2 | $1.16M | Buy |
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